“Because its not what you make...Its what you keep!”
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. If you have something on your mind, or if you feel that we can help you in any way, e-mail or call us now to set up a short telephone appointment with me, at no charge or obligation to you. Your call will be welcome!
Gary F. Thomas, JD, LLM, CLU, ChFC
President, Principal of The Wealth Technology Group
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
These food myths will really put a drain on your wallet.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
It's important to understand how inflation is reported and how it can affect investments.
Understanding the economy's cycles can help put current business conditions in better perspective.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A quick history of the Federal Reserve and overview of what it does.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
How will you weather the ups and downs of the business cycle?