“Helping to protect a lifetime of hard work.”
The Wealth Technology Group: How We Work
If you have something on your mind, or if you feel that we can help you in any way, please take a moment to contact us to set up a short telephone appointment with me, at no charge or obligation to you. Your call will be welcome.
Sincerely,
Gary F. Thomas, JD, LLM, CLU, ChFC
President, Registered Principal, The Wealth Technology Group
One of the foundations of our financial practice is that there is no one, standard approach to enhancing a person’s financial well-being. That is why, whether it is based on private asset management, fixed investments, structured variable accounts or a combination, we offer in-depth planning and individualized programs for each of our clients.
Gary's radio program, “On The Money" is simulcast in Northampton on WHMP AM 1240/1400/1600 and FM 96.9 Wednesdays at 2PM and Saturdays at 8AM. The podcast and live audio streaming are also available at whmp.com
Helpful Content
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Freedom Day
Assess how many days you'll work in 2012 to pay federal tax liability.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Life and Death of a $20 Bill
How long does a $20 bill last?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Freedom Day
Assess how many days you'll work in 2012 to pay federal tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.