“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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This worksheet can help you estimate the costs of a four-year college program.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: right now.
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
Here are five facts about Social Security that might surprise you.