When a spouse, friend, or relative passes away, tax considerations are the last thing on our minds. Many of us are focused on the grief of loss and immediate funeral or memorial considerations. It may be helpful to work with a tax professional during this difficult time, such that someone else can manage the intricacies [...]
Many people have been asking, "What do I do when the IRS calls me?" The answer: The IRS, and other government organizations like the DMV or Social Security Office, will never call you unless you called them first. However, tax season is prime time for scam phone calls and emails. Email phishing scams were up [...]
Today, most of us depend immensely on our cellphones. I use mine to check in to flights, buy groceries, search the internet, and text and call my friends and family. However, while cell phones are essential for many people's lives, your cellphone bill could be a huge drain on your funds. Most bills runs $100 [...]
Many of us may be setting our own financial New Year's resolution. You could be focused on sticking with your budget or starting an emergency fund. Whatever your goal, you can also use this time to help your child or grandchild set their own financial resolution. Doing so will not only teach them important financial [...]
Many seniors are looking to stretch their retirement savings, whether you want to leave a bigger inheritance or simply want a larger nest egg for unexpected events. After the financial crash, many 401Ks took a hit, but that doesn't mean you can't find ways to stretch your social security or pension. Consider some of the [...]
The holidays are fast approaching, and while it may feel to early to start planning, now is a great time to find deals on gifts and travel. Start your holiday budget now, deciding how much you want to spend on gifts and travel, and then do the shopping before it gets expensive and stressful. However, [...]
Getting a little extra cash always feels fantastic. Perhaps you got a bonus at work, inherited some money, or just did really well on your March Madness bracket. Whatever the reason, it's important to carefully plan out how you will spend your money so it doesn't go to waste. 1. Set aside some fun money [...]
While you can't always change the amount of money you're earning, you can change your mindset in order to save more. We often forget to invest in our savings because the reward is not immediate or tangible, but if you adjust the way you're looking at things, it will make it easier to save money [...]
With the holidays on their way, you might be on the hook for a lot of parties. Perhaps you're throwing a Halloween party for your friends or hosting your family for Thanksgiving. Either way, you may be looking at spending a lot of money on entertainment. But that doesn't have to be the case! There [...]
August and September can be expensive months. Between school supplies, backpacks, and a new wardrobe, you end up dropping a lot of money on school-aged children, but this need not be the case. If you're thrifty and clever, you can find great deals on children's clothes and get more bang for your buck. 1. Check [...]
Give us a call:
(678) 297-9500
Get Directions:
5755 North Point Pkwy #92, Alpharetta, GA 30022
