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:
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
An inside look at how marginal income tax brackets work.
What can be learned from the savings rate?
Five creative (and inexpensive) ideas for motivating your employees.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
Here is a quick history of the Federal Reserve and an overview of what it does.
What if instead of buying that vacation home, you invested the money?
What are your options for investing in emerging markets?