Bay Area Wealth Management Group, LLC

Compare your taxable investment to a tax-deferred one. The results may surprise you.

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

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

There are thousands of Exchange Traded Funds available. Should you invest in them?

Should You Invest in Exchange Traded Funds? There are thousands of ETFs available. Should you invest in them?

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Agent Jane Bond wants you to know about how can be to generate .

Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Do you know the difference between a credit lock and a credit freeze?

Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Replacing Your Medicare Card Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Tax freedom day: the day you begin earning money for yourself.

Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Exploring Retirement Plans for Small Businesses Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Concerned about the social impact of your investments?

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

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

How to Conquer the World - 5 Financial Strategies for Savvy Single Women Learn more about women taking control of their finances with this infographic.

Renter? Think you’re covered by the owner’s insurance? Do a double check.

An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

Monthly Market Insights | May 2024 Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.

Consider preparing for 30 years in retirement. Are your assets ready?

Potential Income from an IRA Estimate your monthly and annual income from various IRA types.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Does it make more sense to push back , or not to retire at all?

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

The question everyone has: Will Social Security be around for you? Read this.

Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

When it comes to investing, you may be your own worst enemy.

Don’t Be Your Own Worst Enemy Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.

Being healthy may help your personal finances.

Putting a Price Tag On Your Health Being healthy not only makes you feel good, it may also help you financially.

Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

The truth is a little more complicated with these personal finance idioms.

The Latte Lie and Other Myths Check out this video to begin separating fact from fiction.

may be important in growing your company, but it may introduce liability. Is your company protected?

Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.