Wealth & Pension Services Group
For nearly two decades, we have been helping individuals and business achieve their financial goals and plan for a strong financial future. Professionals, executives, retirees, families and businesses all turn to Wealth & Pension Services Group for thoughtful financial planning, wealth management, 401k, retirement & estate planning.
Our clients enjoy the resources one would expect from a large organization with the personal attention of a smaller firm, helping us to achieve our goal of building wealth and security, and ultimately peace of mind for our clients.
The chart, produced by the Asset Allocation Research Team at Fidelity Investments, shows that investment-grade bonds have historically performed well during years when stocks were down...
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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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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How Income Taxes Work
A quick look at how federal income taxes work.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When considering life insurance, it's important to understand your options.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Recent changes in estate tax laws could affect the strategy you have in place.