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
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Rightsizing for Retirement
What does your home really cost?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.