“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
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A change in your mindset during retirement may drive changes to your portfolio.
Simple steps may help you foil hackers and protect your privacy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What if instead of buying that home, you invested that money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's easy to let investments accumulate like the junk in a junk drawer.