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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Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.