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Calculators

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Welcome to WGG Financial Inc.

Getting the Most Out of Your Retirement Plan

Today, more than ever, employers are realizing the importance of providing a benefits retirement package that offers more than just multiple investment options and minimal employee education. Consequently, for most employees, their 401k retirement plans is the only means for future savings to help supplement a social security program that may become non-existent in the future.

As an unbiased, independent firm, WGG Financial addresses the underserved retirement plan market that surrounds plan sponsors today.

Newsletters

Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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