Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Wood Financial Group, LLC we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.Google+
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A change in your mindset during retirement may drive changes to your portfolio.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: right now.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.