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
Matt B. Bailey, CFA, CMT head Portfolio Manager at Wealth & Pension Services Group in Smyrna, GA has earned the prestigious Chartered Market Technician® (CMT) designation.
The Market Technicians Association (MTA) was incorporated as a not-for-profit Association in 1973...
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When the calendar flipped over to 2015 we were greeted with tax law changes for IRA rollovers. Although many of us won’t be affected by these rule changes, ‘I didn’t know’ is not an excuse when it comes to violating the IRS regulations....
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TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Simple steps may help you foil hackers and protect your privacy.
The true cost of raising a child may be far more than you expect.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Have you explored all of your choices when it comes to managing your taxable income?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: right now.
It's easy to let investments accumulate like the junk in a junk drawer.