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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Gaining a better understanding of municipal bonds makes more sense than ever.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
Three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.