We are a financial services firm offering estate planning, investment advisory, and wealth management services. We have 3 office locations throughout VA.
We are an independent financial firm offering estate planning, investment advisory, and wealth management services. We pride ourselves on building relationships with our clients before we discuss money matters. We believe that truly understanding your dreams and goals allows us to create a suitable financial roadmap that strives to get you where you want to go. Every associate of The Main Street Group believes this simple philosophy. We believe staying true to this mission of doing what’s right for our clients has helped us become one of the premier financial firms in the South. We invite you to come get to know us, and experience The Main Street Group difference for yourself. Securities offered through Kestra Investment Services, LLC, member Member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment Advice offered through The Main Street Group, a registered investment advisor. The Main Street Group is not affiliated with Kestra Investment Services. This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Investment Services Compliance Department at 737-443-2582.
Mission: The mission of The Main Street Group is to help our clients and their families pursue financial comfort and confidence through planning and appropriate investments. Strategies, products and performance are the visible components of an investment program. Fear and uncertainty are the unseen components that haunt every investor in some measure. Our mission at The Main Street Group is the proper management of these components, both seen and unseen, in the pursuit of financial harmony for our clients.
Poor harvest could mean that a potato shortage is on the way. Yahoo! Finance takes a closer look: https://yhoo.it/2PcQ1Za
finance.yahoo.com (Bloomberg) -- Terms of Trade is a daily newsletter that untangles a world embroiled in trade wars. Sign up here. Potato processors are rushing to buy supplies and ship them across North America in order to keep French fries on the menu after cold, wet weather damaged crops in key producers in the U...
A Nasdaq.com article explains how you could reduce your taxable estate with year-end family gifts of cash: http://bit.ly/389CbhG
nasdaq.com Imagine the look on your grandchild's face when he rips the wrapping paper off your holiday gift, opens the lid, and sees a box full of cash. That'll move you to the top of the "favorite grandparents" list pretty quickly. But giving money to family or friends can also be a smart
How much can catch-up retirement contributions help you? Take a look at this article @ Investors.com: http://bit.ly/2LmsDGa
investors.com How much can catch-up contributions help you? Small additional savings can compound into big retirement balances in fairly short periods of time.
This article at AOL.com lists 5 ideas to boost the tax refund you could potentially receive in 2020: https://aol.it/2OFmNBR
aol.com Discover the latest breaking news in the U.S. and around the world — politics, weather, entertainment, lifestyle, finance, sports and much more.
What 5 personal finance habits do wealthy entrepreneurs have in common? Entrepreneur identifies them: http://bit.ly/2Ymw0lX
entrepreneur.com While your balance might not be as impressive as Warren Buffet's, you can get closer by adopting these practices.
Financial fraudsters are targeting women over 60. As Forbes reports, there are 3 main factors why: http://bit.ly/37ZXp1f
forbes.com Older Americans are an easy target for con artists. Financial journalist Cameron Huddleston discusses the key steps that adult children need to take to protect their parent in Megan Gorman's latest article for Forbes.
Gallup says that 97% of upper-income investors have made charitable donations this year. Discover the reasons why at http://bit.ly/2OLA2zJ
news.gallup.com Nearly all high-income investors report donating to charity in the past year. Most did so because of a strong belief in a cause or a desire to make a difference.
The I.R.S. has increased the estate and gift tax exemption for 2020. Forbes has the details @ http://bit.ly/37FwNCB
forbes.com How much should you give your children and grandchildren?
An article @ Fast Company says you should ask yourself these 4 questions before you exit or sell your business: http://bit.ly/2pEydMx
fastcompany.com Answer these four crucial questions to ensure that your business keeps working toward your life goals
TheStreet looks at the different types of supplemental life insurance, and the reasons you may want such coverage: http://bit.ly/2OM3NR7
thestreet.com Supplemental life insurance refers to any life insurance that you might purchase on a group basis over and above what your employer offers.
Shopping for a health insurance plan? NPR gives you 6 tips on how to pick one @ https://n.pr/2O8xNaJ
npr.org If you're not getting health insurance from your employer, you can still get covered. You can shop for options through HealthCare.gov or your state's marketplace. Here's how to pick a plan.
Does your personality affect your retirement withdrawal rate? Yes, one new study concludes. More @ MarketWatch: https://on.mktw.net/2D3gxNv
marketwatch.com Plus two traits that predict slower withdrawal rates in retirement
If you retire before you are eligible for Medicare, what are your health plan options? Kiplinger.com has an overview: http://bit.ly/2ObN1vt
kiplinger.com Finding coverage until Medicare kicks in isn't hard, but policies can be pricey.
The stress of losing a spouse calls for wealth care. Forbes notes 6 priorities for widowed spouses to address: http://bit.ly/2Oi09hi
forbes.com Previously, you had the benefit of a partner to collaborate with or even handle the financial responsibilities that you may now be faced with by yourself.
Considerable has a post on the non-financial aspects of preparing to retire. It lists 4 things to think about: http://bit.ly/2NZckB2
considerable.com When it comes to retirement planning, our thoughts usually jump straight to finances. But money is just one key factor to consider as you transition to this new life stage.
Thinking about selling your business, or retiring from it? Investopedia notes some succession strategy basics @ http://bit.ly/2pwzx3U
investopedia.com Proper business succession planning requires careful preparation, by creating a succession plan you'll help make sure the business you built thrives.
Forbes offers some ideas for managing the taxes linked to annual RMDs from retirement plans: https://tinyurl.com/v639eda
forbes.com The IRS requires you to withdraw money in retirement, which jacks up your taxable income. Here’s how to minimize Uncle Sam's claim to your payout.
Are women more likely to assume debt for a spouse or partner? As CNBC reports, one study says yes: https://tinyurl.com/vqkbkhp
cnbc.com A new study shows that an estimated $921 billion in debt has been acquired by Americans who have taken on debt belonging to a current or ex-partner. According to the study, women are more likely to assume responsibility over their partner's debt than men.
Does your business have a succession strategy? As CNBC notes, every business needs to have one: https://tinyurl.com/yy85232w
cnbc.com Having a solid succession plan in place is crucial to ensure a seamless transition of ownership, especially when faced with the unexpected. In fact, this exit strategy should begin as early as day one. According to Rocket Lawyer, however, 72% of companies don't have one. Here are some tips to get st...
U.S. News has an article listing 7 behaviors that influence investor returns: https://tinyurl.com/t84txb5
money.usnews.com Understanding common investor mistakes can help you realize higher investment returns.
Business.com suggests 4 ways to cut small business insurance costs: https://www.business.com/articles/cut-insurance-costs/
business.com If you are looking for places to save money, you should look at how much you are spending on your insurance and see if you can reduce those costs.
The fall is a good time to get a head start on tax season. This article at USA TODAY offers some tips: https://tinyurl.com/rakt76j
fool.com January's coming, and there's some stuff you should really do between now and then.
A Forbes article offers some tips on sustaining family wealth, and family businesses: https://tinyurl.com/y6rbdm8u
forbes.com How can family offices effectively prepare future leaders to become the new custodians of the family legacy?
The I.R.S. has raised the yearly contribution limits on retirement plans for 2020. Forbes has the details @ https://tinyurl.com/yykqhyc8
forbes.com You can save $19,500 in your 401(k), plus another $6,500 if you’re 50 or older, for 2020.
Small Business Trends lists 20 resources for veterans who are small business owners @ https://tinyurl.com/y56u5ujm
smallbiztrends.com Helping veterans get their business up and running is great investment all around. Here are 20 veteran business resources to check out.
TheStreet explains cash value life insurance, which offers you savings potential as well as coverage: https://tinyurl.com/yxkbwdoh
thestreet.com Cash value life insurance is a form of permanent life insurance in which part of the payment goes into an investment account.
This MarketWatch article lists the important reasons to have an estate strategy: https://tinyurl.com/yy98kckf
marketwatch.com Writing a will is a tough chore. Advisers offer their best strategies for helping clients to get this done.
U.S. News takes an objective look at supplemental executive retirement plans (SERPs): https://tinyurl.com/y5temown
money.usnews.com Decipher the pros and cons of a SERP before setting up an account.
This USA TODAY article spotlights 5 potential sources of tax-free retirement income: https://tinyurl.com/y4tk8vur
usatoday.com Keep more of your money during your golden years by incorporating these into your retirement plan.
An Entrepreneur post shares 5 tips to help business owners cope with stress: https://www.entrepreneur.com/article/341273
entrepreneur.com Eliminating stress is impossible, but here are some tactics to help you cope and stay strong.
An article @ USA TODAY notes that this is a good time to schedule an annual retirement savings checkup: https://tinyurl.com/y37pu3s5
usatoday.com It doesn't take much time, but it can give you a better chance of reaching your goals.
Sometimes, successful businesses start from unglamorous ideas. An Entrepreneur post reminds us of that truth: https://tinyurl.com/y3b43otr
entrepreneur.com Oftentimes, profitable business ideas are far from the most attractive.
Your child may need 3 types of insurance when heading off to college. Learn more at Forbes: https://tinyurl.com/y6mopyng
forbes.com You may not think that your college student needs insurance, but there are risks that you should cover when sending your child off to college.
Do you want to retire before you turn 60? This U.S. News piece mentions some possible steps toward that goal: https://tinyurl.com/y6xdl8w5
money.usnews.com We're not all cut out to work until our 60s.
Men are more likely to have life insurance than women. Forbes examines this life insurance gender gap @ https://tinyurl.com/y43jp65n
forbes.com There is a life insurance gender gap, but what can be done about it?
The Scammers are BACK!! We've gotten these calls, too...
The latest scam is the suspended Social Security number scam.
Your phone rings -- and maybe it looks like the call is from the Social Security Administration -- and a professional-sounding voice says that your Social Security number has been suspended due to “suspicious activity.”
STOP RIGHT THERE.
Social Security Numbers NEVER are suspended. Do not give the caller any personal information. No matter how helpful, professional, or nice the caller seems to be, do not continue the conversation.
Just hang up. That's all.
And, of course, if you have questions, or concerns about your REAL Social Security benefits or other plans for your financial future, give us a call. Or call the REAL Social Security Administration at 800-772-1213. You may have to wait "on hold" for a while, but the wait will be worth it for your peace of mind.
Fall is here, and as CNBC notes, this is the time to get ready for required minimum distributions (RMDs): https://tinyurl.com/y6t8dz5m
cnbc.com It's that time again, when individuals over age 70½ and those with inherited retirement accounts have to take out their annual required minimum distributions. Here's the missteps to avoid so that you're not faced with a tax penalty.
What tax-smart moves could you make before 2019 ends? MarketWatch offers 3 tax tips for the fourth quarter @ https://tinyurl.com/y3sbejqw
marketwatch.com Take action before it’s too late.
What life events might call for an update of your estate strategy? Forbes has a list @ https://tinyurl.com/y65b4q5c
forbes.com There are lists of reasons to update your estate plan, but here are two common planning mistakes that cost families big because they weren't addressed.
This CNBC article notes why extended care coverage may be vital in retirement: https://tinyurl.com/y4bfd9e3
cnbc.com No one likes to think about needing long-term care. Yet the reality is that many people will at some point in their life.
Here are 4 tips for women who aspire to be business owners, courtesy of Entrepreneur: https://www.entrepreneur.com/article/340600
entrepreneur.com Reaping deserved financial rewards requires shaking off corporate gender bias.
Financial professionals help their clients with health-care cost management. CNBC explores how: https://tinyurl.com/y5j2ebsm
cnbc.com With couples shelling out an estimated $285,000 for medical expenses after age 65, some advisors are looking closely at how their clients should best spend their health-care dollars.
Times are changing. So are estate strategies. A Forbes article notes how they are evolving for modern families: https://tinyurl.com/yydrwzjn
forbes.com Modern families require more flexible and different estate planning than traditional families. Many "standard" estate plans and documents do not address the needs of modern families.
Entrepreneur looks at some skills you can use to cultivate wealth: https://tinyurl.com/y5qro856
entrepreneur.com Prioritizing your time and developing new habits can help you earn more and save more.
How many Americans invest in the stock market? CNBC answers the question: https://tinyurl.com/yy35phjv
cnbc.com Over half of Americans, 55%, say they are not participating in the stock market, according to a new poll from MetLife. Erin Lowry, author of the Broke Millennial, explains why so many are opting out, and what steps you can take to start investing today.
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Weller and Associates is a local insurance agency providing you with policies that reduce your risks and bring you peace of mind.
Managed Benefits, Inc. (MBI) is a privately owned consulting firm serving the Mid-Atlantic States and beyond.
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