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Are You Ready To Go Pro With Your Financial Future?

The only constant in life is change. From birth to adulthood, from just starting out to entering retirement, from one generation to the next - your needs change as your life evolves. There are new challenges and opportunities around every corner.

Our team is comprised of experienced professionals who can help you identify and articulate your dreams and priorities. We particularly enjoy guiding clients through complex financial markets and explaining sophisticated investment strategies in meaningful terms.

At Wentz Financial Group, we never lose sight of whose trust is placed with our practice.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
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iMoney

Ideas to help simplify everyday finances.
Glossary

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Disability Income Insurance

How much Disability Income Insurance do you need?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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Market Watch

May 20, 2012 @ 06:37 PM

Dow Jones Industrials	12,369.38	- 73.11
Nasdaq Composite	2,778.79	- 34.90
S&P 500	1,295.22	- 9.64
10 Year Treasury Note	1.70	-
Wilshire 5000	13,514.18	- 114.94

[ Markets | Charts | Quotes | Portfolio ]

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (CO, FL, GA, ID, IL, LA, MI, MN, MO, NC, NM, NV, OH, PA, TN, WV, WY).

Investments in securities and insurance products:

ARE NOT FDIC-INSURED

ARE NOT BANK-GUARANTEED

MAY LOSE VALUE

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

With respect to Envision® information, ©2001-2012 Envision® is a registered service mark of Wells Fargo & Company and used under license. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC © 2002-2012 Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC - U.S. Patents 7,562,040, 7,650,303, 7,765,138 and 7,991,675 - Other international patents approved and pending. All Rights Reserved. Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with Wells Fargo Advisors.

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