Welcome to WAGU
Your Personal Financial Learning Center
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.
Why is Financial Education so Exclusive?
In today’s landscape, finding accurate financial education is difficult, if not impossible to find. So many times, these resources are written for industry professionals, laced with layers of industry jargon that the document is almost written in its own language.
At West Advisory Group, we’ve seen how this exclusivity can lead to families picking up the pieces of poor choices made without the right information. No family should have to wonder if their financial plans match their financial goals.
With these families in mind, our team knew that we had to take action.
You and your family deserve a better way to stay on top of an ever-changing financial landscape and market. Education that is designed for you to take action, and presented in a way that you’re able to understand inside and out.
Not only do you have an entire financial learning center to browse from, but you also have a direct connection to our advisors to send your questions to.
The Need for WAGU
WAGU was created out of the need for true, unbiased financial resources. Resources that were designed to be easy to understand and easy to implement.
At West Advisory Group, we’ve made it our mission to take complicated financial topics, take out the industry jargon, and present it so you and your family can make informed decisions about your financial future. WAGU is our passion project to make financial literacy a reality for every family.
Time and time again, we heard from our clients: “I wish I knew about this earlier…”
With WAGU, we’ve collected together resources on topics that you want to know more about; topics that are a part of the current financial landscape.
The
WAGU
Difference
Here at West Advisory Group, we believe that financial literacy is the key to a great, fulfilling retirement, and is integral to building successful legacies throughout our communities.
Retirement looks different for everyone, and how it looks for you depends on your level of preparation and the decisions you make once you get there. Without the right information, tools, and resources, you run the risk of being under prepared for your life’s next chapter.
WAGU was designed to be your one-stop shop for all of your up-to-date resources on topics that are integral to your retirement. And our library is always growing.
Our resources are constantly being updated to reflect the ever-changing landscape, so you’re able to access the most up-to-date information on the topics that are important to you.
It’s time to become acquainted with planning for retirement and make your working years count so your golden years can be exactly what you want them to be.
- All courses...
- Topics
- General
- Taxes for Retirement
- Investment Strategies
- Weekly Thoughts with Andrew Tang
- Access restrictions
- WAGU Exclusive
WAGU Exclusive
Video
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.
3 Lessons - None
WAGU Exclusive
Video/Text
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.
2 Lessons - None
WAGU Exclusive
Guide
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.
1 Lessons - None
Have Questions?
It’s time to become acquainted with planning for retirement and make your working years count so your golden years can be exactly what you want them to be.
Whether you want to save money for college, are looking for ways to reduce your tax burden, are ready to start your retirement planning, or want to explore investment opportunities, we’re here to assist you. Our Pittsburgh and Erie offices can help you navigate you through all of your retirement questions. We're happy to work with you either in person or virtually, based on your preference.
knowledge that empowers
Let's Get Started
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. Get started with WAGU today!
Pittsburgh Office
8160 Perry Highway
Pittsburgh, PA 15237
412-847-2040
Erie Office
1946 West 26th Street
Erie, PA 16508
814-464-0224
©2023 West Advisory Group® - All rights reserved.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM) and Milestone Asset Management, LLC (MAM), a registered investment advisor. BCM is independent of MAM and West Advisory Group. MAM and West Advisory Group are affiliated through common ownership. Insurance products and services are not offered through BCM or MAM but are offered through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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