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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Fallen Tree Damage—Who Pays?
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Assess whether you are running “in the black” or “in the red” each month.
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Use this calculator to estimate your capital gains tax.
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Using smart management to get more of what you want and free up assets to invest.
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There are some smart strategies that may help you pursue your investment objectives
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The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Where Is the Market Headed?
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?