“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
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Knowing your options when a CD matures can help you make a sound investment decision.
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A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Annuity Comparison
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Tax Freedom Day
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Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
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A Look at Systematic Withdrawals
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Your credit score is a vital part of your financial health. Understand how it works.
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Estate Management 101
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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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.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?