How is G5 Different?
With our group’s unique centric method of providing financial advice, we feel we can better guide you on your financial expedition.Read More
With our group’s unique centric method of providing financial advice, we feel we can better guide you on your financial expedition.Learn More
Your journey with us will be first class as we work diligently to ensure that your lifetime financial journey will be carefully planned and monitored.Learn More
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Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here's a breakdown of how the federal government spends your tax money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.