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It’s time for a better approach to financial literacy, one that allows you to take charge of your finances in a way that aligns with your family’s goals. It’s time to learn at your own pace with WAGU: Your Personal Financial Learning Center, where you learn about topics that are important to you and your family.


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There's a lot going on out in today's markets. We've teamed up with Andrew Tang from Turner Financial Group to go over the top news in the markets and help bring you up to speed.

Each week, Andrew will review the top stories, stats, and information that are affecting the markets and economy.


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By the time you retire, your IRA, 401(k), and/or 403(b) may represent your largest tax liability by far.

This money has never been taxed, and the IRS will no longer wait for those taxes to be paid. This is when Required Minimum Distributions (RMDs) begin, but you don't have to be blindsided by the taxes that come along with them.

In this course, you'll learn all about RMDs, from what they are, when they start, and how you can better prepare yourself for this retirement chapter.


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Today we will be discussing how to be more tax efficient in retirement.

The goal of our session is to turn chaos into clarity and shed some light on the different retirement income streams, how they affect your yearend taxes, and how to get the most out of your retirement.


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Live Webinar Replays


Here at WAG, we’ve gotten a lot of questions over the last couple months about our thoughts on all of the new digital assets, and we’ve teamed up with a fantastic industry expert to get you all of the information you need on what digital assets are, what they do, and everything in between!

Our Latest Financial Articles

How long do you think you will live? How long does your money need to last? If you’re like most people, you get this age wrong. Today, we’re going over my 95 Plan. The consequence? Faulty retirement planning, overspending now and running out of money before you actually reach your true longevity. Or spending too

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The 95 Plan for Retirement

Wise investors alter their approaches as market cycles shift, from bull to bear to something in between. A consistent strategy can be far more risky than one that involves tactical shifts according to the season. Here, we’ll go over Tactical Asset Allocation. When my son was 13 years old, he loved wearing shorts and a T-shirt.

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Tactical Asset Allocation in a Down Market

Market downturns, like the one through the first half of 2022, could be a good time to adjust your fund portfolio to minimize taxes. Here’s how to calculate the best ways to do that – now and in the future. Taxable accounts you hold longer than a year incur long-term capital gains taxes when you

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Minimize Taxes in a Down Market

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Quick, Actionable Guides & Resources

Taking Charge of Your Taxes

Every year, slight adjustments are made to tax laws, and taxpayers have to figure out whether, and how, those changes affect their own situation. This past year is no different — and additional tax-related changes are expected. In our free guide, you'll learn about the current environment and how it may affect your taxes in the future.

Tax Strategies for Retirement

In this resource, we’ll discuss how different investments have different tax characteristics. The tax characteristics of certain financial options may make a big difference in determining whether such investments fit your specific circumstances and align with your financial goals.

Are You paying too Much in Taxes in Retirement?

This free 8-page tax guide was created for you to better understand how taxes could affect your retirement income. Topics we’ll cover in the Taxes in Retirement Guide: the advantages of separating your taxable and tax-deferred accounts, the signs to watch for in ever-changing tax laws, & options for tax deductions in retirement income.