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
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?