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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.

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Retirement Income and the Traditional Portfolio

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Does Your Child Need to File an Income Tax Return?

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.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

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There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Events on Wall Street

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

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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