Prestige Wealth Group

Prestige Wealth Group full service, fiduciary, wealth advisory team

When you choose to take Social Security might impact your retirement income. Find out how.
10/19/2022

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Self-employed? Learn more about your retirement plan options.
10/17/2022

Self-employed? Learn more about your retirement plan options.

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

Concerned about the social impact of your investments?
10/14/2022

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
10/12/2022

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
10/10/2022

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Childhood attitudes and habits can determine your child's health in his or her adult years.
10/07/2022

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

It’s possible to avoid these classic traps, with a little preparation.
10/05/2022

It’s possible to avoid these classic traps, with a little preparation.

Beware of these traps that could upend your retirement.

Facing divorce? Don't overlook changes to your insurance coverage.
10/03/2022

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Low car lease payments look great, but do you really save money in the end?
09/30/2022

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.
09/28/2022

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

The key to in retirement might be a patchwork of different choices.
09/26/2022

The key to in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
09/23/2022

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

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808 High Mountain Road, Suite 207
West Chester, PA
07417

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