“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
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
9 Facts About Social Security
There are things about Social Security that might surprise you.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Knowing the rules may help you decide when to start benefits.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.