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.
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This chart produced by the team at DoubleLine shows both the underemployment and unemployment rates. The underemployment rate includes...
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World monetary policy leaders (including Fed Chair Janet Yellen and ECB President Mario Draghi) met, and spoke, in Jackson Hole, WY last week. It’s the equivalent of the Emmy Awards for central bankers...
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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
To choose a plan, it’s important to ask yourself four key questions.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Understanding how capital gains are taxed may help you refine your investment strategies.
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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.