Gage Wealth Management Group

1 University Drive
Suite 400
Newtown, PA 18940

267-352-3293

 
 

Related Content

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."