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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding how a stock works is key to understanding your investments.
Simple steps may help you foil hackers and protect your privacy.
There are ways to improve your physical fitness without denting your fiscal fitness.
For many, retirement includes contributing their time and talents to an organization in need.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Why are 401(k) plans, annuities, and IRAs so popular?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.