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In this article, discover: How while Georgia has no state estate tax, federal estate taxes can still apply to larger estates Three main strategies to
When you retire, one of the biggest concerns is how much income you’ll need to maintain your standard of living. For retirees in Georgia, the
Your financial circumstances are as unique as you, so selecting a professional who can formulate and put into action a retirement plan that lines up
Retirement looks different for everyone. Some might be so busy with grandkids and social functions that taking on anything else might feel like a burden.
The thought of nearby beaches and a warm sunny climate attracts thousands of retirees to the southeast each year. Escaping the discomfort of harsh winters
In this article, discover: The role of annuities in retirement withdrawals How fixed, variable, and indexed annuities differ Strategies to use annuities and brokerage accounts
Rumblings of rapid gains and hot new investments can lure even the savviest of investors into making poor choices for the long-term health of their
Each year, retirees of a certain age will be required to meet a specific withdrawal amount across their tax-deferred accounts. Based on account value and
Building a nest egg for retirement is only part of the retirement equation. Beyond investing wisely and budgeting to maximize your savings, a plan will
Retirement looks different for everyone, so most decisions surrounding your retirement plan are made according to your unique retirement picture. Making the choice to turn
Our commitment is to always put your interests first and do our very best to design a plan to help you to protect and grow your assets.
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