U.S. Planning Group, Inc.

Wesley N. Price, CFP
Personal, Independent, Advice for a Carefree Retirement

 

 

Wesley N. Price is a CERTIFIED FINANCIAL PLANNERprofessional and a Senior Partner with U.S. Planning Group, Inc. He provides tailored solutions for pre- and post retirees.

 

Wes will work with you to build a trusting relationship and customize a plan that will help ensure success and comfort for you and your loved ones for years to come. Start living life carefree, call Wes today to schedule a complimentary consultation.  

  

 

 

Wesley's services are only available in the states where he is licensed to do business.  Those states include FL, IL, MI, SC, TN, and TX.

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Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

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January 28, 2012 @ 02:44 AM

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