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!
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
With alternative investments, it’s critical to sort through the complexity.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
You’ve made investments your whole life. Work with us to help make the most of them.