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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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
It's important to understand how inflation is reported and how it can affect investments.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There’s a link between debt and stress.
Explore the growing influence women wield over the economy with this handy infographic.
Five phases to changing unhealthy behaviors.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?
A special needs trust helps care for a special needs child when you’re gone.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.