Are You Ready to Retire? The Richest Man in Babylon Gary on Fox Business!!
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“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!

Sincerely,

Gary F. Thomas, JD, LLM, CLU, ChFC 


President, Principal of The Wealth Technology Group

 

Helpful Content

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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.

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Important Birthdays Over 50

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Do You Feel Lucky?

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A Cheat Sheet for Sending Your Kid to College

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9 Facts About Social Security

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Personal Finance Tips for Military Families

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Succeeding at Business Succession

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

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Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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An Inside Look at Retirement Living

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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