NWK Group

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

A home is the single largest financial commitment for most people. What mortgage fits you best?

Considering crowdfunding? Take time to do the research first. #Crowdfunding

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? When making charitable contributions, it’s important to give wisely. Here’s how. https://www.nwkgroup.com//charitable-giving-smart-from-the

For those paying student loans, relief may be available. Federal student loan payments have been moved into automatic forbearance from now until September 30, 2020. Read more details here: https://www2.ed.gov/about/offices/list/ope/caresact.html

As a San Francisco based firm, NWK Group, Inc. supports KQED and their mission to provide programing that informs, educates, inspires and involves the community. This year, we are giving back by matching donations during specific dates and times of KQED’s first pledge drive of the year as an appreciation for our community. Today (2/7/2020), we are sponsoring a "challenge grant" on KQED (88.5 FM) at 4:20pm! Tune in and if you feel so inclined, make a donation and we'll match it! Other dates and times to follow... Happy Friday! :)

A short 2 min overview of how this Investment Advisory firm, based in San Francisco, CA, can help employers manage their Retirement Plan benefits.