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Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Disability Income

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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  • Local: 407-299-4129
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© 2014 The LifeWealth Group, All Rights Reserved.

Our financial advisors are licensed in the following states: AL, AZ, CA, CO, DC, FL, GA, MN, MO MS, NV, NC, OH, SC, TX, VA, and WA. If you do not reside in one of these states, please feel free to contact us and we can become licensed in the state in which you live. Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. 2080 Ringling Blvd., Third Floor, Sarasota, FL, 34237. Phone: 941.441.1902. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

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