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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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
It's important to make sure your retirement strategy anticipates health-care expenses.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Knowing the rules may help you decide when to start benefits.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A bucket plan can help you be better prepared for a comfortable retirement.
Three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.