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Thursday, November 7, 2019

Not To Late As 2019 comes to an end it would be a good time to explore how you are doing on your Retirement Savings. In 2019 you can contribute $6,000.00 to your IRA and if you are over 50 years of age you can do an additional $1,000...

 

Wednesday, October 9, 2019

The Family Trust We continue to have clients that have not set up a Family Trust. We are working with a family now that the last parent passed away and the heirs are dealing with probate. It occurred to me, you pay for an attorney to...

 

Wednesday, July 24, 2019

We want all our clients to maximize their savings and to meet their goals for their money, be it a nice retirement on a beach somewhere, traveling the world or just getting your kids through a very expensive education at the school of...

 

Wednesday, May 29, 2019

Today is May 29th, or what we like to call “529 day” here. A 529 plan is a very efficient way to save for college for your heirs. We’re taking the occasion of 5/29 to remind all of our clients and anyone who has...

 

Thursday, April 25, 2019

Better Use of Tax Refund I was at an Enterprise car rental office yesterday. They had posters suggesting “Using your tax refund to take a drive in a car rental.” A better use of your refund would be to add to your existing...

 

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Monday, March 18, 2019

For many of us we grew up thinking a Trust was just for the wealthy family we heard about in the news. The true is a Trust is needed for more than just end of life wealth disbursement. It could be more valuable in the event you become...

 

Thursday, February 14, 2019

Are you ready to leave the work force and Retire? While you work you are in the Accumulation Phase of assets to use during the Payout Phase after you leave the work force. There are many investments that can provide income for the...

 

Friday, January 18, 2019

Traditional IRA Contributions You can still make a 2018 contribution to your existing Traditional IRA account or start a new IRA before your 2018 tax filing date. You must have had income in 2018 and be under 70 ½ years old to...

 

Monday, November 5, 2018

November Blog This time of year, we get busy with family plans for both Thanksgiving and Christmas. Are we traveling? Who is hosting? Who do we buy for? Who do we send cards to? It is also, a good time to review your Retirement...

 

Thursday, October 4, 2018

Trusts Can Help Legacy Live On A trust may be one of the best options for ensuring your memory lives on. Here are two that may be right for you. Discussing death is never a pleasant aspect of financial planning, but it’s...

 

Monday, September 10, 2018

We talk a lot about piece of mind here at Wealth Solutions Group. It’s one of the main reasons we do what we do as financial advisors. Previously I talked about life insurance and the security it can provide. But now here we are...

 

Monday, August 13, 2018

Here at Wealth Solutions Group it is our mission to help as many people reach their financial goals as possible. We have many tools available to us as financial professionals as we work with each client and their unique situations to...

 

Tuesday, August 7, 2018

August Blog 529 College Savings Account. As summer ends and students return to School it maybe time for parents and grandparents to review College Savings Accounts. Students entering 5th Grade will be entering college in 2027. I know...

 

Thursday, July 5, 2018

How to Start a Retirement Savings Account for a young person. When a young person starts earning income the last thing on their mind is retirement. What if you as a parent or grandparent assisted them with starting a traditional IRA or...

 

Monday, June 4, 2018

June 2018 Blog The first half of 2018 is almost over. Have you accomplished what you planned to do so far this year? Most of the clients I talk to answer that question with NO. Why do we delay doing the planned actions? We start off...

 

Monday, April 23, 2018

Everyone needs a statement of their Mission in Life. Some call this a Bucket List or Goals. In business to know what your purpose is you write and post a mission statement. Here is the Wealth Solutions Group statement. Our Mission At...