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.
Wall Street saw many ups and downs in the last three months of 2018. The fourth quarter concluded with bulls and bears vying for control of the market and with the S&P 500 suffering a 13.97%, three-month loss. The Federal Reserve sent conflicting signals about its implementation of monetary policy normalization, to the frustration of investors. No real ...
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At Wealth & Pension Services Group, we're always looking for chances to learn from and interact with industry experts. This October...
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Rightsizing for Retirement
What does your home really cost?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Learn when it may not make sense to file a claim on your home insurance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
That big list of dreams and goals isn't the only way to look at your bucket list.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The market is as unpredictable as the weather. We’d love to help you prepare.