W & W Group, LLC

W & W Group, LLC The W & W Group is a team of financial professionals who have one thing in common, an unmatched comm

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation.Our veterans ...
11/11/2024

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation.

Our veterans have shown incredible bravery, dedication, and resilience, ensuring our freedoms and security. Whether serving at home or abroad, in times of peace or conflict, their contributions are invaluable.

To all the veterans in our network, thank you for your service.

As the year comes to a close, it's crucial to be aware of the important deadlines regarding required minimum distributio...
11/11/2024

As the year comes to a close, it's crucial to be aware of the important deadlines regarding required minimum distributions (RMDs)With this in mind, we have put together an overview of these deadlines and their requirements. Swipe through to learn more.

Need help planning your RMD strategy? Our team is here to assist you in navigating these requirements.

This October, many Americans are enjoying all things spooky. But as we celebrate National Financial Planning Month, our ...
10/30/2024

This October, many Americans are enjoying all things spooky. But as we celebrate National Financial Planning Month, our thoughts are turning to a different kind of fright: the unfortunate financial reality faced by too many Americans.

Swipe through to learn more about Americans' finances. And remember, our team is here to help you avoid these scary financial pitfalls. Reach out to us — we're here to help!

As we enter 2025, it’s important to take proactive steps toward securing your financial future. In recognition of Financ...
10/02/2024

As we enter 2025, it’s important to take proactive steps toward securing your financial future. In recognition of Financial Wellness Month, we’ve outlined several key updates and strategies that could significantly impact your financial health this year. Read on for more!

Want to chat about your financial strategy for 2025? We’re here to help.

It may be hard to believe, but as of September 23, we have less than 100 days left of the year! For the employers we ser...
09/27/2024

It may be hard to believe, but as of September 23, we have less than 100 days left of the year!

For the employers we serve, this end-of-year period can be incredibly busy, as leaders wrap up the current year and plan for the following one. It’s important that key employee communications don’t get lost in the shuffle, however.

To help out, we’re sharing six key retirement planning considerations for employees. Feel free to share this information with your employees, and do not hesitate to reach out with any 401(k) questions or needs. We are here to help.

Did you file a tax extension in April? Consider this a friendly reminder that the tax extension deadline is fast approac...
09/16/2024

Did you file a tax extension in April? Consider this a friendly reminder that the tax extension deadline is fast approaching.

Those who filed an extension have until October 15 to file federal income tax returns. Missing the extended deadline could result in a 5% penalty for each month or partial month you are late.

As always, reach out if we can be of assistance with an extension or other accounting-related needs.

As life expectancies increase, the excitement of living longer also brings new considerations in financial planning. Tha...
08/14/2024

As life expectancies increase, the excitement of living longer also brings new considerations in financial planning. That is why it is important to prepare for a retirement that might last longer than you expect.

There are a variety of strategies that can be employed to ensure income well into a retiree’s golden years, including:

🗓️ Annuities can be an ideal option for some Americans, as they offer regular lifetime income.
📈 In some cases, a person approaching retirement age delay may want to delay taking Social Security, as waiting increases monthly payouts by 8% annually up until age 70.
📈 Additionally, your Social Security allotment is based on your 35 highest-earning years, adjusted for inflation. After 35 years of employment, every additional higher-earning year can cancel out a lower-earning year.

Have questions about your retirement plan? Feel free to reach out to us anytime to discuss how we can help you manage your finances for a longer, more fulfilling retirement.

If you’re looking to take control of your finances, calculating your net worth is a great way to start. Doing so gives y...
07/23/2024

If you’re looking to take control of your finances, calculating your net worth is a great way to start. Doing so gives you a clear picture of your financial health and helps you make smarter financial decisions.

Swipe through to learn how to calculate and improve your net worth, and share this post with your network to empower them with financial knowledge.

Are you confident in your savings and retirement plans? Let's dive into some eye-opening stats about American savings ha...
07/10/2024

Are you confident in your savings and retirement plans? Let's dive into some eye-opening stats about American savings habits and see how you stack up ➡️

Whether you're just starting out or looking to optimize your retirement strategy, our team is here to help you understand your financial situation and plan for a secure future.

Reach out anytime.

As our nation pauses to celebrate July 4, we are sending each of you our warmest wishes for a memorable holiday. Whether...
07/04/2024

As our nation pauses to celebrate July 4, we are sending each of you our warmest wishes for a memorable holiday.

Whether you are planning to enjoy a barbecue, marvel at the fireworks, or spend quality time with loved ones, we hope your day is full of fun, rest, and reflection.

Please note that our office will be closed in observance of Independence Day. Enjoy the holiday, and stay safe.

Ensuring your employees feel confident about their retirement is key to maintaining a happy and productive workforce. He...
07/02/2024

Ensuring your employees feel confident about their retirement is key to maintaining a happy and productive workforce.

Here are three important stats about 401(k) participation:

1️⃣ High Participation Rates: 401(k) plans hold $7.4 trillion in assets across more than 710,000 plans, benefiting about 70 million active participants, as well as millions of former employees and retirees. High participation rates indicate that employees value the retirement savings options provided by their employers.

2️⃣ Eligibility for Plans: In order to be eligible for an employer’s 401(k) plan, an employee must be at least 21 years of age and at least 1 year of service.

3️⃣ Private Industry Participation: In 2022, half of private industry employees participated in a retirement plan, with 48% of them participating in a defined contribution plan. Ensuring access to retirement plans in the private sector is crucial for employee financial security.

By providing a robust 401(k) plan, you can help your employees build a secure future, leading to increased satisfaction and loyalty.

Have questions or need assistance with your company’s 401(k) offering? Do not hesitate to respond to this email or give the office a call.

This Father's Day, let's embrace the beautiful, unpredictable dance known as fatherhood, a journey filled with fun routi...
06/16/2024

This Father's Day, let's embrace the beautiful, unpredictable dance known as fatherhood, a journey filled with fun routines, endless improvisation, and moments that turn into cherished memories.

No matter how you choose to celebrate, may your Father's Day be nothing short of wonderful! 🎉

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2 Wisconsin Circle, Suite 700
Chevy Chase, MD
20815

Opening Hours

Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 4:30pm

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