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
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
College Savings
See how much you may need to save now to cover future college costs for your child.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Buying a Home
A look at what you need to think about when buying a home.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
When Markets React
When markets shift, experienced investors stick to their strategy.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.