JW Advisory Group: Building Comfortable Retirements
At JW Advisory Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
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Here are 4 great, and sometimes unexpected, places to raise a family.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding the economy's cycles can help put current business conditions in better perspective.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Estate conservation is too important to put off. Do you have a smart exit strategy?
When markets shift, experienced investors stick to their strategy.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.