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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Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Simple steps may help you foil hackers and protect your privacy.
An inside look at how marginal income tax brackets work.
A change in your mindset during retirement may drive changes to your portfolio.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
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.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.