Wealth Manager Group, LLC

06/01/2026

Don't assume you’ll automatically get a Social Security spousal benefit. The rules are stricter than you think, and claiming without a plan can cost you money. Watch this 1‑minute breakdown before you apply for Social Security benefits.
https://youtube.com/shorts/N3NLFw7BNBY

Social Security spousal benefits aren’t automatic, and in this video, Joe explains the rules you need to know before applying. Find out what Social Security ...

05/29/2026

It’s 5/29, which means we’re celebrating the MVP of college savings: the 529 plan! If only finals were this easy - open an account, contribute, and let time do the heavy lifting. Contact us to open your account... because your student's "I'll get a scholarship" plan may be as reliable as their homework turning itself in.

05/27/2026

Graduation comes with a diploma and big decisions. We break down financial basics every new grad should know. And since our kids only hear financial advice when it comes from literally anyone else, feel free to pass this along. 😉
https://wealthmgr.com/education-from-wealth-manager-group/financial-advice-for-every-new-grad

Graduation comes with a diploma and big decisions. We break down the financial basics every new grad should know. Since our kids only hear financial advice when it comes from literally anyone else, feel free to pass this along.

05/25/2026

RMD tax strategies you can use to reduce taxes and avoid costly mistakes. You'll want to watch this:
https://youtube.com/shorts/nCndqWptkwQ

05/21/2026

So, how much should you have saved up in your 40s? Cori shares Joe's thoughts as he recovers...
https://youtube.com/shorts/ObR-vQbuzoY

05/19/2026

10 years to retirement (or maybe 20)? Don't worry - get ready! This YouTube playlist serves tips for moves you can make in your 40s and 50's to set you up for retirement.
https://youtube.com/playlist?list=PLrkg-eG7rS7z0eJnrqOs_DOdcDpSZjc1e&si=TAXrEJGxZzM8WzrC

Ready to make the next decade count? The videos in this playlist were created to help you prepare for a confident, comfortable, and fun life after work. Lear...

05/19/2026

Mortgage, emergency repairs, employment stability, inflation - if those terms make your blood pressure rise, read this. We want to help you quiet the noise in your head, calm your nervous system and find practical steps to move into serenity.
www.wealthmgr.com/education-from-wealth-manager-group/serenity-over-financial-stress

05/15/2026

You're in early retirement and watching your retirement account shrink faster than expected - here's what's normal, why that's happening and when it's time to take action.
https://youtube.com/shorts/8om_E4ZFOvo

05/13/2026

Everyone says “pay off your mortgage before retirement”… but what if that’s actually the wrong move for you? Watch this.
https://youtube.com/shorts/2htVQSDMhLg

05/11/2026

During National Bike to Work Week, a reminder that your 401(k) needs balance and momentum too. Mark your calendar to complete a rebalancing, increase of contributions and review of target date funds (if you use one) of your 401(k) account. Keep pedaling toward your long-term goals and if you need assistance, we're here to help you shift gears and steer you in the right direction. www.wealthmgr.com