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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
If you find it hard to attain personal life goals, there’s an app for that!
When to start? Should I continue to work? How can I maximize my benefit?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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?”
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.