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Blog

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Michael Woitkoski | Aug 7, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Michael Woitkoski | Jul 31, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Michael Woitkoski | Jul 24, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Michael Woitkoski | Jul 23, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Advisors associated with The Wealth Consulting Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of WCG Wealth Advisors, LLC; or (2) solely investment advisor representatives of WCG Wealth Advisors, LLC, and not affiliated with LPL Financial.  Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor.  WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial.

Megan Wiley and Jim Worden are solely investment advisor representatives of WCG Wealth Advisors and not affiliated with LPL Financial. 

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