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2300 E. Katella Ave.
Suite 200
Anaheim, CA 92806

John G. Adams, CFP®

(714) 456-1790

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

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!

 

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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

The Investment Risk No One’s Ever Heard Of

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Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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