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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The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are things about Social Security that might surprise you.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
To choose a plan, it’s important to ask yourself four key questions.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If you died, what would happen to your email archives, social profiles and online accounts?