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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
For many, retirement includes contributing their time and talents to an organization in need.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here is a quick history of the Federal Reserve and an overview of what it does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.