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.
As another eventful year has come to an end, the global markets remain volatile and face many headwinds. During the quarter, developed market stocks rebounded sharply (from an awful 3rd quarter), bonds were mixed, and commodities struggled. For the first time in over a decade, the U.S. Federal Reserve (Fed) raised short-term rates.
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Wealth and Pension Services Group is proud to announce that four of its wealth managers have been selected to receive the Five Star Wealth Manager of the Year Award.
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How Stocks Work
Understanding how a stock works is key to understanding your investments.
Do You Owe The AMT?
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.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, covering how bond laddering works.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.