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.
Our clients enjoy the resources one would expect from a large organization with the personal attention of a boutique wealth management firm, helping us to achieve our goal of building wealth and security, and ultimately peace of mind for our clients.
The Global Purchasing Managers’ Index (PMI) for manufacturing is a key economic indicator used to judge the health of the global economy. This chart shows...
(Updated as of 06/30/2014)
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One of the most transformational events in our country’s history is taking place right now, and no one is talking about it. Over the next few years, we will see untold benefits occur. In fact they are starting to occur, and no one is talking about it...
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
Couples may be able to head off many of the problems in a marriage that money can cause.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how a stock works is key to understanding your investments.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
Three things to consider before dipping into retirement savings to pay for college.
Learning more about gold, and its history, may help you answer that question.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?
There are nearly 1,200 ETFs available. Should you invest in them?