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Address:

2000 Winton Road South
Building 4A, Suite 206
Rochester, NY 14618

Phone:

(585) 241-5900

Fax/Other:

(585) 244-5416

Blog

Maintaining Your Financial Records

November 15, 2018 - An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need to locate it relatively quickly. By taking the time to clear out and organize your financial records, you'll be able to find what you need exactly when you need it...
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With Gratitude on Veteran's Day

November 11, 2018 - A special message from all of us at Wealth Management Group, LLC:
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Deciding When to Retire

November 7, 2018 - Deciding when to retire may not be one decision but a series of decisions and calculations. You'll need to estimate not only your anticipated expenses, but also what sources of retirement income you'll have and how long you'll need your retirement savings to last. You'll need to take into account your life expectancy and health as well as when you want to start receiving Social Security or pension benefits, and when you'll start to tap your retirement savings. Each of these fa
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Saving for Retirement

October 31, 2018 - Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and the unpredictable future of consumer prices, most people don't even know where to begin. Here are some suggestions to help you get started...
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October Volatility

October 29, 2018 - With the recent movements in equity markets, we thought it best we communicate with you again. October 2018 has started as one of the worst months in nearly a decade and it came without warning...
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Charitable Giving

October 24, 2018 - Charitable giving can play an important role in many estate plans.There are many ways to give to charity including...
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Medicare Open Enrollment Update

October 23, 2018 - With Medicare open enrollment upon us, we strongly encourage each of our clients to review the updates in the article below and consider reviewing their plan with a local independent agent...
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Quarterly Economic Update - Third Quarter 2018

October 18, 2018 - For the third quarter of 2018, the bull market seemed unstoppable. Regardless of the quarter’s concerning short-term events, investors quickly looked beyond those risks and pushed stock prices higher...
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The New Estate Tax Rules and Your Estate Plan

October 17, 2018 - The third week in October has been designated as National Estate Planning Awareness Week. Estate planning is a vital component of every financial plan, regardless of the size of the estate. Unfortunately, it's also an area that is commonly overlooked. This often results in wasted dollars and emotional hardship that could otherwise be minimized with proper advance planning and action...
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Financial Planning: Helping You See the Big Picture

October 9, 2018 - A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to reach them.
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How to Protect Yourself Against Identity Theft

October 4, 2018 - Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Now more than ever, it's important to safeguard yourself against identity theft. Here are some steps you can take to protect your personal and financial information.
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IRS 1040 Draft

September 5, 2018 - In 2017, Congress passed the largest piece of tax reform legislation in over three decades. To conform to the changes that need to be implemented due to this new Tax Cuts and Jobs Act, the IRS released over 50 drafts or revised forms and schedules on its website in June. The most anticipated one was the 1040, U.S. Individual Income Tax Return form. As promised, the “postcard” size was achieved...
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Happy Labor Day

September 3, 2018 - A special message from all of us at Wealth Management Group, LLC:
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Quarterly Economic Update - Second Quarter 2018

July 24, 2018 - The second quarter of 2018 contained ups, downs and tariffs. Equity prices were very volatile as investors seemed to back off of many industrial heavyweights, while favoring large technology companies...
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Happy 4th of July!

July 4, 2018 - A special message from all of us at Wealth Management Group, LLC:
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Memorial Day

May 28, 2018 - A special message from all of us at Wealth Management Group, LLC:
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Quarterly Economic Update - First Quarter 2018

April 12, 2018 - After a blockbuster start to 2018, equity markets have been caught in a vicious circle of trading over the quarter’s last two months, with volatility and uncertainty taking center stage...
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Happy St. Patrick's Day!

March 17, 2018 - A special message from all of us at Wealth Management Group, LLC:
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Filing 2017 Income Taxes and 2018 Tax Planning Strategies

March 2, 2018 - Tax planning should always be an essential focus when reviewing your personal financial situation. One of our goals as financial professionals is to attempt to point out as many tax savings opportunities and strategies as possible...
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Quarterly Economic Update - Fourth Quarter 2017

February 1, 2018 - As we enter the new year, our team is looking to continue our tradition of helping clients achieve their personal financial goals. In addition to providing comprehensive investment direction and advice, we will be offering quarterly economic updates to help keep you current on the many issues that may affect you and your family. With that in mind, we are excited to provide our fourth quarter economic update...
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Welcome to 2018 Client Checklist!

January 22, 2018 - Welcome to 2018! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers the opportunity to make a fresh start for everyone. As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals. To make that process more efficient, please review the 2018 CHECKLIST in this article and identify any of the items you anticipate you’ll need addressed this year...
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Happy New Year!

January 1, 2018 - A special message from all of us at Wealth Management Group, LLC:
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Check the background of this financial professional on FINRA's BrokerCheck