“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.
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
Do Your Kids Know The Value of a Silver Spoon
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work in 2012 to pay federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Your credit score is a vital part of your financial health. Understand how it works.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The decision whether to buy or rent a home may have long-term implications.
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.
Have you explored all of your choices when it comes to managing your taxable income?