“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
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
For many, retirement includes contributing their time and talents to an organization in need.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A change in your mindset during retirement may drive changes to your portfolio.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.