About Yuma Investment Group Wealth Management
At Yuma Investment Group Wealth Management, we are committed to helping our clients plan for their financial security. Our goal is to assist our clients in creating and protecting wealth, ultimately striving for financial independence. Our team will assist you in working towards your goals through education, communication and exceptional service. The firm provides wealth planning services for individuals, businesses, corporations, trusts and retirement accounts.
We are committed to helping you plan for your financial security.Click to learn more
Our mission is to build and preserve your wealth and our process is comprehensive.Click to learn more
We offer access to investments, financial planning, insurance and college planning.Click to learn more
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Rightsizing for Retirement
What does your home really cost?
Purchasing homeowners insurance is critical for protecting your home.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The uncertainties we face in retirement can erode our sense of confidence.
There are things about Social Security that might surprise you.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are common mistakes you can avoid when saving for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Women must be ready to spend, on average, more years in retirement than men.
Are you ready for retirement? Here are five words you should consider.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.