A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

Return On Life

Return On Life is the quest you take towards rewarding experiences... that make a difference to you and last a lifetime. We all have one life, and one chance to accomplish our goals.

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Over 50 Years...Our Story

At AWSG we take care of the little details and organize the bits and pieces of your financial life so you have more time for your dreams, family, and friends.

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Are You Prepared?

In corporation terms, you are the CEO, and we hope to attain the CFO position. We play an important role in helping you make the financial decisions necessary for you to say yes or no, and to move forward.

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Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What If You Get Audited?

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.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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