Grace Wealth Management Group, Inc.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner workshops designed to inform and educate people to equip them with the best possible tools to make well thought out and educated decisions over their financial future and goals. Please consider joining us! We hold them at some of Irvine's top dining spots such as Il Fornaio's and Antonello Ristorante, to name a couple.These are free, relaxed no sales environment! For complete details:
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding the value of a home warranty.
Five phases to changing unhealthy behaviors.
If you find it hard to attain personal life goals, there’s an app for that!
For homeowners who think their property taxes are too high, there are ways to appeal.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
That big list of dreams and goals isn't the only way to look at your bucket list.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.