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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Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.