“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
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are ways to improve your physical fitness without denting your fiscal fitness.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.