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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Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.
To choose a plan, it’s important to critical to ask yourself four key questions.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Recent changes in estate tax laws could affect the strategy you have in place.
Three things to consider before dipping into retirement savings to pay for college.
There are nearly 1,200 ETFs available. Should you invest in them?