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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What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
To choose a plan, it’s important to ask yourself four key questions.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.