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.
Two events strongly influenced U.S. and foreign financial markets in the fourth quarter - one unexpected by many, the other widely anticipated. Neither of them particularly upset investors.
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Wealth and Pension Services Group is proud to announce that four of its wealth managers have been selected to receive the Five Star Wealth Manager of the Year Award.
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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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
For some, the social impact of investing is just as important as the return, perhaps more important.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A change in your mindset during retirement may drive changes to your portfolio.
Here’s a guide to explain all the parts of Medicare.
What can be learned from the savings rate?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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 of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
What does your home really cost?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.