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WSFG Blog

What is vesting?

Submitted by Wealth Strategies Financial Group on August 5th, 2019

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Life Insurance for the Self-Employed

Submitted by Wealth Strategies Financial Group on July 26th, 2019

If you're like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you're self-employed, you may have an even greater need for life insurance: You'll want to protect your family after you die, as well as protect the financial needs of your business.

 

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Indexed Universal Life Insurance

Submitted by Wealth Strategies Financial Group on July 26th, 2019

Indexed universal life insurance (IUL) is a type of permanent, cash value life insurance. Like universal life insurance (UL), IUL offers you the ability to change your level of protection, premium amounts, and payment frequency.

 

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What are incentive stock options? (ISOs)?

Submitted by Wealth Strategies Financial Group on July 10th, 2019

ISOs are a form of stock option that employers can grant to employees. A stock option is a right to buy a specified number of the company's shares at a specified price for a certain period of time. ISOs are also known as qualified or statutory stock options because they must conform to specific requirements under the tax laws to qualify for preferential tax treatment.

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Saving for Retirement and a Child's Education at the Same Time

Submitted by Wealth Strategies Financial Group on July 1st, 2019

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart — you may be able to reach both goals if you make some smart choices now.

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Are my Social Security benefits subject to income tax?

Submitted by Wealth Strategies Financial Group on June 26th, 2019

A portion of your benefits may be subject to income tax if your modified adjusted gross income (MAGI), plus one-half your Social Security benefits, exceeds specific limits. Your MAGI equals:

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Medicaid and Nursing Home Care

Submitted by Wealth Strategies Financial Group on June 24th, 2019

As you enter your 60s and 70s, health may become more of an issue than it once was, and your thoughts may turn to the future. Who will take care of you when you can no longer care for yourself? If you must enter a nursing home, how will you pay for it?

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Closing a Retirement Income Gap

Submitted by Wealth Strategies Financial Group on June 12th, 2019

When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your income won't be enough to meet your needs. If you find yourself in this situation, you'll need to adopt a plan to bridge this projected income gap.

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I just made a gift. Do I have to file a gift tax return?

Submitted by Wealth Strategies Financial Group on June 12th, 2019

A federal gift tax return must be filed if any gifts you made during the calendar year were other than:

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Health Insurance Made Simple

Submitted by Wealth Strategies Financial Group on June 12th, 2019

Let's face it--in today's world, health insurance is a necessity. In fact, most U.S. citizens and legal residents must have qualifying health insurance or face a penalty tax. Yet the cost of medical care is soaring higher every year, and it's becoming increasingly difficult (and in some cases, impossible) to pay medical costs out of pocket.

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Southfield, Michigan
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Wealth Strategies Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Wealth Strategies Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Wealth Strategies Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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