Wealth Manager Group, LLC

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)!

09/29/2026

Planning to retire within the next 10 years? These 3 accounts could have a huge impact on how much you keep later.
https://youtube.com/shorts/ODUnbqevjkk

10 years from retirement? These 3 accounts can play an important ro...

09/29/2026

Our favorite and most important conversations are usually over a cup of coffee. If you could sit down for coffee and get one financial question answered, what would you ask?

09/22/2026

Caught between helping aging parents, supporting your kids, and saving for retirement? A strategy to help you manage competing financial priorities... https://wealthmgr.com/education-from-wealth-manager-group/the-sandwich-generations-guide

Caught between helping aging parents, supporting your kids, and saving for retirement? A strategy to help you manage competing financial priorities...

09/16/2026

In retirement, should you keep cash in a high-yield savings account? Joe explains.
https://youtube.com/shorts/67L8uuyux6g

09/12/2026

Think downsizing will save you money? Not so fast. Before you make a move, read this:
https://wealthmgr.com/education-from-wealth-manager-group/the-real-cost-of-downsizing

Think downsizing will save you money? Not so fast. Before you make a move, read this.

09/09/2026

Remember when your biggest back-to-school expense was a new backpack and a pack of pencils? ✏These days school supply lists comes with a few extra zeros!

The good news is building a college fund doesn't require straight A's in finance. September is National College Savings Month, a reminder that starting early gives your money more time to grow.

Whether you're a parent, or grandparent, reach out if you'd like to discuss college savings options.

09/08/2026

AI is changing everything, but is it replacing financial advisors? Joe explains why technology is a tool, not a replacement.
https://youtube.com/shorts/Lnof8AsJc4o

AI is changing everything, but is it replacing financial advisors? ...