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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Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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There are some smart strategies that may help you pursue your investment objectives
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A presentation about managing money: using it, saving it, and even getting credit.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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