United Wealth Management Group, Financial Services

If you are like most of us, you have an idea of where you want to go but are too busy to plan your financial future. While we all want happiness, good health and financial peace of mind, many of us have no clear plan on how to achieve these goals. Let us put our years of experience and expertise to work for you to develop a flexible plan that will help you make your dreams come true.

Call the United Wealth Management Group today.
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Interest

What's the interest rate on the lease you're considering?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

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