Welcome to Michael Wealth Management Group
Michael Wealth Management Group is a comprehensive financial services firm committed to helping you improve your long-term financial independence. Our customized programs are designed to help grow, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (931) 359-1669. We look forward to hearing from you.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you work towards your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to help work towards your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (931) 359-1669.
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Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
What does the Tax Reform and Jobs Act mean for you?
Marriage changes everything, including your insurance needs.
This checklist can give you a quick snapshot of how prepared you are.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
For homeowners who think their property taxes are too high, there are ways to appeal.
Bonds may outperform stocks one year only to have stocks rebound the next.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In the world of finance, the effects of the "confidence gap" can be especially apparent.