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Private Wealth Management For Select Individuals

At RITE Financial Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that are in line with their desired Risk tolerance, that will help create a hedge against outliving their Income, that help avoid uneccessary Taxation, and how rising healthcare costs effect their Estate. Because the majority of our clients are either approaching retirement or are already retired, we are in an advantageous position to approach such challenges with experience and skill.

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The Facts About Income Tax

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Enter various payment options and determine how long it may take to pay off a credit card.

Social Security Taxes

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

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Inflation & Retirement

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

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Using smart management to get more of what you want and free up assets to invest.

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Principles of Preserving Wealth

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

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Making the most of surprises is a great reason to work with us.

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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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