At Wealth Manager Group, we believe informed clients make better financial decisions. Our library of educational videos and articles covers key topics like retirement planning, tax strategies, college savings, and investment management to help individuals and families in San Diego and across the U.S. build long-term wealth.
Feeling stuck with highly appreciated assets you can’t sell without triggering taxes? Discover how a Charitable Remainder Trust can unlock income, reduce taxes, and support the causes you care about.
Find out what accounts require RMDs, when you have to take them, how much you have to take, how you are taxed on the distribution and more.
This article breaks down the three main types of buy-sell agreements. These agreements dictate the terms of a future sale of a business interest, ensuing continuity of ownership and management.
The smartest financial moves happen year, when you have time to make adjustments before year-end. What to look for.
Graduating is exciting, but figuring out your money in the real world can feel overwhelming. This post breaks down simple, practical advice every new grad can use to start strong.
Financial stress can affect both mental and physical health. Learn how mindfulness, meditation and a few practical steps can help.