Welcome!
The average American today is expected to live longer and be retired longer than in previous generations. Because of this modern development, proper preparation for retirement and legacy planning has become that much more important.
With the help of Adams Wealth Group (AWG) investors can develop a financial strategy suited to their individual investment needs, objectives and goals. Financial planning is critical as you maneuver through life and face a continuum of events and life changes that affect your financial well-being.
We look forward to being your guide on this important journey and it is important that you START TODAY! Time is one of the most important elements of any successful investment plan - and time lost can never be recaptured!
Enjoy the many tools and information located on our website and please let us know how we can help you Build Your Financial Legacy!
Helpful Content
Estimating the Cost of College
This worksheet can help you estimate the potential costs of a four-year college program.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A Look at Diversification
Diversification is an investment principle designed to manage risk but it can't prevent against a loss.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Important Birthdays Over 50
Starting at age 50, several birthdays and “half-birthdays” have implications regarding your retirement income.
Split Annuity Strategy
One strategy combines two different annuities to generate income and rebuild principal. Here’s how it works.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Investments
Compares the return on a hypothetical taxable investment with tax-deferred and tax-free investments.
Saving for College
This calculator can help you estimate how much you should be saving for college.
2011 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Power of Tax-Deferred Growth
Deferring taxes can be a powerful decision. It’s one reason 401(k) plans, annuities, and IRAs are so popular.