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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Knowing your options when a CD matures can help you make a sound investment decision.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Military families face unique challenges, making personal finance even more critical.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When should you take your Social Security benefit?