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WSFG Blog

Converting Funds from a Traditional IRA to a Roth IRA: Factors to Consider

Submitted by Wealth Strategies Financial Group on April 8th, 2019

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Buying a Franchise

Submitted by Wealth Strategies Financial Group on April 3rd, 2019

What is it?

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Planning a Family? Get to Know Your Health Insurance Policy

Submitted by Wealth Strategies Financial Group on April 3rd, 2019

Congratulations! You've decided to start a family. Up until now, your health insurance has probably been adequate, paying for routine doctor visits and prescription drugs. But now that you're facing a lifestyle change, you must make sure that your health insurance policy will keep up with those changing needs.

Check your coverage

Tags:
  • family
  • health
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Planning Ahead for Life Insurance Proceeds

Submitted by Wealth Strategies Financial Group on March 25th, 2019

Why did you purchase life insurance? If you're like most people who buy life insurance, you're looking to provide a source of income for someone (e.g., a spouse, parent, or child) after you die. Buying the policy was the first step. Now you'll need to do a little more work to ensure that the money you leave behind lasts.

 

Tags:
  • life
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What is critical illness insurance?

Submitted by Wealth Strategies Financial Group on March 25th, 2019

Answer:

Tags:
  • critical
  • illness
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What gifting strategies are available to me?

Submitted by Wealth Strategies Financial Group on March 18th, 2019

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.

Tags:
  • charitable
  • charity
  • gift
  • giving
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Health Insurance in Retirement

Submitted by Wealth Strategies Financial Group on March 18th, 2019

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There's also a chance that your health will decline as you grow older, increasing your need for costly prescription drugs or medical treatments.

Tags:
  • health
  • medicare
  • medigap
  • retirement
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Investing for Major Financial Goals

Submitted by Wealth Strategies Financial Group on March 18th, 2019

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like.

Tags:
  • goals
  • investing
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Tapping the Equity in Your Home

Submitted by Wealth Strategies Financial Group on March 13th, 2019

Over time, the value of your home has grown and your mortgage balance has been reduced (or even eliminated). The equity (the property's value minus any liens against it) you now have in your home is a reservoir of funding potential.

Tags:
  • credit
  • loans
  • mortgage
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Estate Planning: An Introduction

Submitted by Wealth Strategies Financial Group on March 6th, 2019

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.

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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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