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
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Sequence of Returns
A look at how variable rates of return impact investors over time.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.