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Life In A Box Gary on Fox Business!! Early Retirement

For Everyone's Safety 

Client Centered

We have temporarily stopped in-person visits to our office, but we are doing our best to be even more responsive.

we will be extending our hours for phone appointments from 7 to 9 PM on Mondays, Wednesdays and Thursdays.  We will still be available during our regular business hours.

Client Centered

We can grant access to our calendar so you can choose your own appointment time. (Send us an email to set this up)

  • We will be offering web or phone-based reviews. 
  • You can participate with any internet-connected device: your smartphone, tablet, PC or Mac. 
  • We can provide any technical assistance needed.


We are making this move for your health and safety, but we also view it as a long-overdue innovation. This will enable us to efficiently provide valuable information to more people

Many thanks for your cooperation and confidence in us!

Best, 

Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP® 


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<sup>Your Health is Your Wealth</sup>

Your Health is Your Wealth

The health of our clients is a top priority here at The Wealth Technology Group. Unfortunately, due to the continuing seriousness of the COVID-19 pandemic, we have decided to move all seminars to virtual webinars through Zoom. We can provide any technical assistance necessary, but the program is fairly simple to use. 

We look forward to continuing to share our financial advice and strategies.


<sup>Reliable Wealth Management in Pittsfield &#38; Westfield, MA&#160;</sup>

Reliable Wealth Management in Pittsfield & Westfield, MA 

Your financial situation is unique, and we believe that each of our clients deserves individual attention. One of our most important philosophies is that there's no single standard approach to wealth management. Our services offer in-depth planning and investments based on the individual interests and assets of each of our clients. We understand the financial goals and needs of our clients, which allows us to tailor a financial strategy that makes the most of your available funds.

Sincerely,

Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP® 

President of The Wealth Technology Group

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What Is Wealth Management?

What Is Wealth Management?

Wealth management is simply helping to improve an individual's financial situation.Your money can go a long way to setting up a strong, comfortable life for you and your family. Wealth management includes advisory investments such as financial planning, investment portfolio management, asset management, and other monetary services. The Wealth Technology Group is designed to pursue the financial independence you are looking for.

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Services

Services

Whether you're a small business owner, living paycheck to paycheck, or the CEO of a successful company, we provide personal, hands-on budgeting and asset services. Our experienced team of financial professionals is highly selective to help ensure that your money is deposited in suitable bonds, stocks, IRAs, and other appropriate investments. We are experienced in outlining retirement plans, 401k investments, college and estate plans, and more.

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Resources

Resources

It is imperative to stay up to date with the latest financial trends and information. We offer informative resources about a variety of topics, including Social Security benefits, 401k plans, and estate management. 

With the guidance of the professionals at The Wealth Technology Group, you can be confident that your wealth management team is here to help navigate the ever-changing financial trends.

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Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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