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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Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Saving for College 101
Here’s a crash course on saving for college.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When Markets React
When markets shift, experienced investors stick to their strategy.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.