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.
Helpful Content
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.