Wealth & Pension Services Group
We are an Atlanta based wealth management firm focused on helping individuals and business achieve their financial goals and plan for a strong financial future. For nearly twenty years, professionals, executives, retirees, families and businesses have turned to Wealth & Pension Services Group for financial planning, investment management, 401k & retirement services, and estate planning.
WPSG Firm News
Wealth and Pension Services Group Inc. (WPSGI), headquartered in Vinings, Georgia, is proud to announce that four of its wealth managers have been named top investment managers in the prestigious 2014 Atlanta Magazine Five Star Wealth Managers of the Year Awards...
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With an estimated 10,000 Americans expected to retire each day over the next 19 years, it’s no wonder that Social Security has become such a hot topic. Through this two part series, we seek to address some common questions surrounding Social Security benefits, and provide an update on the Social Security Administration’s current financial status...
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The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
With alternative investments, it’s critical to sort through the complexity.