Broker Check
Gage Wealth Management Group

411 South State Street
Suite 1-A
Newtown, PA 18940

267-352-3293

 
Our Disciplined Process A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate Global and International Funds

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 You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

 

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Saving for College 101

Here’s a crash course on saving for college.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Surprises

Making the most of surprises is a great reason to work with us.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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