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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Couples and Money
Did you know money is a leading cause for break-ups and divorce among couples?
At what point can you call a personal vehicle commercial?
There are things about Social Security that might surprise you.
Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....
These four essential steps can help to increase your financial confidence for the year ahead.
Term insurance is the simplest form of life insurance. Here's how it works.
What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...
How federal estate taxes work, plus estate management documents and tactics.
Do you know how to set up your financial goals for success? This knight does.
Here’s a quick guide to checking to see if you have unclaimed money.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you have causes that you want to support with donations?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?