Private Wealth Management for Select Individuals
At Gage Wealth Management Group, we understand that accumulating wealth throughout your life takes persistence and focus. Reaching your destination can mean a better life and security for you and your loved ones. To set and steer a course, you may need help from a guide you can trust. At Gage Wealth Management Group, we are committed to helping our clients achieve that success.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The History of Retirement
Do you know where the idea of “retirement” comes from?
Rightsizing for Retirement
What does your home really cost?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Ascertaining the value of your business is important for a variety of reasons.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Do your insurance needs stay the same when the nest empties?
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.