SKILLFULLY ORCHESTRATING YOUR FINANCIAL FUTURE
At Opus Wealth Management Group, we see life as a symphony. Just as a musical masterpiece is only realized when all instruments play in harmony, your personal wealth plan can only be developed involving the right people, advice, and expertise. Most of us divide our lives into separate areas, each with their own focus. Where an orchestra has strings, brass, woodwinds, and percussion, your life has work, family, faith, and finances. It is our passion – and our purpose – to skillfully orchestrate each of these areas and give your financial future the attention it deserves.How We Do It
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
For homeowners who think their property taxes are too high, there are ways to appeal.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding how capital gains are taxed may help you refine your investment strategies.
In the face of divorce, making changes to insurance coverage may be overlooked.
Here are 4 great, and sometimes unexpected, places to raise a family.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What is your plan for health care during retirement?