Private Wealth Management for Select Individuals
At Gage Wealth Management Group, we understand that accumulating wealth throughout your life takes persistence and focus. Reaching your destination can mean a better life and security for you and your loved ones. To set and steer a course, you may need help from a guide you can trust. At Gage Wealth Management Group, we are committed to helping our clients achieve that success.
Helpful Content
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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."
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
An Arm and a Leg
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.