Wealth Manager Group, LLC

10/26/2026

Most financial crime fighters don't wear capes - they use strong passwords, delete suspicious emails and use two-factor authentication. Because when the villains show up, these smart habits will provide the best defense. If you have questions about protecting your finances and personal information against fraud, we're just a call away (bat signal not required).

10/24/2026

Medicare can be confusing, but understanding your options doesn't have to be. Join us for our virtual Medicare Made Easy webinar with guest speaker Marc Robertson on November 4 to learn the essentials and get answers to common Medicare questions. Register at: www.wealthmgr.com/webinar

10/23/2026

Trump Accounts may offer tax advantages that make them worth a closer look. Here's Part 2 of our breakdown:
https://youtube.com/shorts/LRH_iFuYYUc

10/22/2026

October is Cybersecurity Awareness Month. In tandem with our post on Scams and Phishing, your passwords are one of the first lines of defense against cyber threats, yet many people unknowingly make common mistakes. Here are a few security strategies experts recommend to help keep your information and accounts protected.
https://wealthmgr.com/education-from-wealth-manager-group/password-security

Most people don't realize their password habits are making them an easy target. Discover the password security strategies experts recommend to stay protected.

10/21/2026

Whether you're currently enrolled in Medicare or are planning ahead for future healthcare coverage, you are invited to join our virtual Medicare Made Easy webinar on Nov. 4. Register today: www.wealthmgr.com/webinar

10/19/2026

Politics aside, Trump Accounts are getting a lot of attention. Here's what you need to know in under a minute.
https://youtube.com/shorts/UP5o2lsS2WQ


Trump Accounts offer tax deferred growth on earnings. Family contributions are made with after tax dollars, and eligible employer contributions may be excluded from the employee’s taxable income. A one time $1,000 federal contribution may be available for eligible children born between 2025 and 2028. Distributions are generally prohibited during the child's growth period and, once permitted, are taxable as ordinary income and may be subject to a 10% IRS early distribution penalty if taken before age 59½. Contribution limits and other restrictions apply, and some rules remain subject to future Treasury and IRS guidance. Consult a qualified tax advisor or financial professional before making decisions.

What is a Trump Account and who is eligible? Let's start with the b...

10/12/2026

Retiring soon? Don't walk away from money you've already earned. Here's what to know before you leave your company.

View more on YouTube: https://youtube.com/shorts/6K6V5QSdO3Q

10/08/2026

Many fraud victims never realize they're being manipulated until it's too late. Here are the red flags everyone should know:
​​​​​​​https://wealthmgr.com/education-from-wealth-manager-group/tech-scams-and-phishing

10/07/2026

A lot of people rush to claim Social Security as soon as they can... but is that actually the smartest move?
https://youtube.com/shorts/6xKajfTK_-o

A lot of people rush to claim Social Security as soon as they can.....

10/05/2026

October is officially Financial Planning Month. You know, the time of year when people review their budgets, update their beneficiaries and revisit retirement projections? ✏🤓
If you get more excited about pumpkin spice lattes ☕ and football 🏈than your financial plan, we're happy to help you move it higher than "Cleaning Out the Garage" on your task list. Just give us a call (we promise you'll reach a live human during business hours)!