Sign up for our newsletter to get weekly, original articles directly in your inbox.
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
In This Article, You Will Learn: How Georgia handles Social Security benefits and why they’re tax-free. Rules for excluding retirement income based on age. Special
In this article, discover: The key factors to consider when switching financial advisors. The costs, fees, risk transparency, and the fiduciary standard. How to choose
In this article: Learn how working after retirement can boost cognitive health and bring a sense of purpose. Discover flexible job options, from teaching to
Thinking about retiring in Florida? Before you make the move, consider these key factors: The true cost of living in the Sunshine State Weather, health
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.