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
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?
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here's a breakdown of how the federal government spends your tax money.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding how a stock works is key to understanding your investments.
Term insurance is the simplest form of life insurance. Here's how it works.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
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.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: right now.
Are Real Estate Investment Trusts right for your portfolio?