Managed Assets Group

Our goal at The Managed Assets Group is to be your most trusted advisor through our professional knowledge, our integrity, and our personalized service.
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cash Flow Analysis

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

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