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Welcome to Market Street Wealth Management Group, LLC

We are a full service wealth management firm located in Greensboro, NC. Our team is dedicated to enriching the lives of the families we serve through education, organization and simplification. In a world where financial matters are so complicated, we act as a filter and provide wisdom for the financial decisions that affect our clients and their families.

We have provided financial planning and investment services since 1988. Most of our new clients come to us by way of existing clients and professional relationships with Attorneys and CPAs. We strive to build long lasting relationships with our clients and their families. Our values reflect that of our clientele, which is to plan for the individual, family and future generations.

We invite you to explore all the wonderful videos and calculators on our website. Call or email if you would like to schedule an appointment to speak with us about planning for you and your family's financial future.


Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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