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
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A change in your mindset during retirement may drive changes to your portfolio.
An inside look at how marginal income tax brackets work.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are hundreds of ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.