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How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Ethos Wealth Group, we have a commitment to excellence in everything we do.

We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

We Are Fiduciaries 

The SEC has taken the position that investment advisor representatives, unlike registered representatives, have a fiduciary relationship with their customers, which implies a higher standard of care than what is required of registered representatives.  The implication for investment advisor representatives is that if their advice does not meet a fiduciary standard of care, they are vulnerable to litigation.  When an investment advisor representative gives investment advice or makes investment decisions on behalf of a customer, the advisor is held to a higher standard that is based not only on caution but also on expertise, and their commitment to a prudent investment process.


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Good employee health can be great for the company’s bottom line.

 

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Best Performing Asset Classes

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Principles of Preserving Wealth

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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