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:
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding the economy's cycles can help put current business conditions in better perspective.
The tax rules that govern donating art are complex and confusing. Take a closer look.
A change in your mindset during retirement may drive changes to your portfolio.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a quick guide to checking to see if you have unclaimed money.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.
Even low inflation rates can pose a threat to investment returns.