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
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.