Distinctive Financial Services
United Wealth Group LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
How Income Taxes Work
A quick look at how federal income taxes work.
Whole Life: The Key to Unlocking your Retirement
Imagine a retirement without having to worry about money? Well, it’s possible.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Do your insurance needs stay the same when the nest empties?
Don’t overlook the need for renter’s insurance if you rent your home.
Here are some insights on how the Q2 Earnings Report could shape up.
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”