Back in 2006, a law was passed making it possible for people over age 70 ½ to make tax-free charitable donations directly from their IRAs; these … [Read More...] about Qualified Charitable Distributions: A Smart Way To Give Back
What Makes Wealth Management Group, LLC Different?
A few of the characteristics that we believe differentiate us are: independence, flexibility, security, our competitive fees, service, and education.
Reduces the financial impact of property and casualty losses, lawsuits, disability or long-term care, risk of business ownership, identity theft and divorce.
Focuses on maximizing employee benefits, reducing taxes and having a carefully designed investment portfolio that places the correct amount of emphasis on risk tolerance, financial goals and rates of return.
Uses tax-efficient strategies to transfer wealth to your intended beneficiaries during your lifetime and after you’ve gone.
Identifies tax-efficient methods to transfer wealth to deserving charities that will support charitable causes in line with your own.
Take the First Step Today
If you'd like to learn more about how we may be able to help you, contact us for a no-obligation, no-fee consultation.
Just as getting a driver’s license seems to occupy the mind of every almost-16-year-old, enrolling in Medicare occupies the mind of everyone nearing … [Read More...] about Medicare Open Enrollment Starts On October 15th. What Do You Need To Know?
Retirement is one of the most significant milestones in life and, as a result, can cause a lot of stress and concern. And without a personalized … [Read More...] about What We Do and How We Can Help
Join our weekly newsletter
Sign up to our newsletter to stay up to date with all the latest news.