Broker Check
Should You Tap Retirement Savings to Fund College? Lake living on Lake Sinclair Spring time downtown Milledgeville


WHB Wealth Management Group was founded on the principle that people will trust their financial futures with someone who understands them. John C. Maxwell stated, “People don’t care what you know until they know that you care.”

This philosophy encompasses who we are as a financial firm.

We understand that financial planning means different things to different people. Our job is to determine your financial goals as we work to develop a plan specific to you. With so many financials options on the market, WHB Wealth Management Group helps simplify your choices based on your personal goals and objectives. By entrusting your planning needs with WHB Wealth Management Group—A FIRM THAT UNDERSTANDS YOU—you can start taking control of your financial future.

Helpful Content

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow