Wealth Manager Group LLC

Irving M. Eisenberg, CPA / PFS

Wealth Manager Group LLC is committed to providing creative solutions and top-notch service to our diverse client base. We offer our clients independent fee based portfolio management and personal & business financial planning services. Our primary mission is to assist our clients to achieve their financial goals and objectives. In order to do so, we provide access to the broad range of investment and insurance products available through our independent brokerage outlets. At Wealth Manager Group LLC, clients have--and always will--come first.




May 22, 2012 @ 10:41 AM

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For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

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