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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!
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The uncertainties we face in retirement can erode our sense of confidence.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.