Wealth Management Services in Atlanta, Georgia
At Wealth & Pension Services Group, everything we do is aimed to help our clients achieve their financial goals and plan for a strong future. For two decades, we have worked alongside families, professionals, retirees, widows, and businesses, guiding them through their financial milestones.
We understand that everyone has different goals, depending on where they are in life and how they envision their future. We also believe that financial advice can take many forms. Whether it is comprehensive financial planning, investment management, 401k, retirement consulting, or estate planning, we tailor each service and solution to your unique needs.
The third quarter of 2018 shall be remembered as a great one for stocks. The Dow Industrials, Nasdaq Composite, and S&P 500 all rose as bullish investors maintained their confidence in the face of some momentous news developments. Consistently strong economic ...
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At Wealth & Pension Services Group, we're always looking for chances to learn from and interact with industry experts. This October...
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The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Six overlooked tax deductions to help manage your tax bill.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Five phases to changing unhealthy behaviors.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers to our most pressing questions are right in our own backyards.