“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
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Being healthy not only makes you feel good, it may also help you financially.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Simple steps may help you foil hackers and protect your privacy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
An increasing number have been developed to help individuals with their personal finances.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
If you died, what would happen to your email archives, social profiles and online accounts?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The decision whether to buy or rent a home may have long-term implications.
A bucket plan can help you be better prepared for a comfortable retirement.