Wealth Management Group, LLC - Financial Planning in Rochester, NY

Newsletters

What’s the Difference Between Medicare and Medicaid?

Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
Building Financial Resilience

Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
When Two Goals Collide: Balancing College and Retirement Preparations

This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.