We at Strategic Wealth Group seek to employ our financial experience and consultative skills in a carefully planned and professionally executed effort to achieve clients' financial objectives and long term goals through the use of qualified products and unparalleled service.


 

We have representatives in this office licensed and registered to offer products and services in [NJ, NY, CT, PA, OH, FL, CA, MA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Retirement IQ Quiz

How much do you know about Retirement Income?

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Life Insurance

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Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Accumulation

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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