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
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Being healthy not only makes you feel good, it may also help you financially.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Knowing the rules may help you decide when to start benefits.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: right now.
What does your home really cost?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
How will you weather the ups and downs of the business cycle?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.