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A Professional Wealth Management Firm
Premier Wealth Management Group is a group of wealth management professionals whose mission is to empower client in their quest to effectively use their assets to provide for the important things in their lives.
Our mission is one of assisting clients by helping them plan and implement strategies that will work toward providing financial security in any and all phases of their lives by developing a relationship with each client based on trust, professionalism and competence. Contact us today to learn more!
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Six overlooked tax deductions to help manage your tax bill.
Five creative (and inexpensive) ideas for motivating your employees.
Understanding how capital gains are taxed may help you refine your investment strategies.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
What if instead of buying that vacation home, you invested the money?
Are you ready for retirement? Here are five words you should consider.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.