Insights & Updates

Blog2018-03-16T09:59:51-05:00
212, 2019

Giving Tuesday is December 3rd

By |December 2nd, 2019|Categories: Charity, Giving Back|Tags: , , , , , , , , , , |Comments Off on Giving Tuesday is December 3rd

Charity, Giving Back As we start to recover from our Thanksgiving turkey overdose, we are enticed out of bed by Black Friday and Cyber Monday deals. While enamored with 40 percent off and free shipping, the meaning of the holiday season can be lost in a dash to get the latest tech gadget. Enter [...]

711, 2019

Avoid These Three Mutual Fund Mistakes

By |November 7th, 2019|Categories: Investments, IRA, Mutual Funds, Retirement, Taxes|Tags: , , , |Comments Off on Avoid These Three Mutual Fund Mistakes

With the possibility of a trade war resolution, investors who have been keeping cash on the side lines may start jumping into the market. With over 10,000 mutual funds available, many investors still use this vehicle as their primary investment tool. You’ll keep more after-tax income if you avoid these three mistakes. 1. Judge a [...]

611, 2019

Tax Friendly Retirement States

By |November 6th, 2019|Categories: Retirement, Social Security, Taxes, Uncategorized|Tags: , , , |Comments Off on Tax Friendly Retirement States

Georgia ranks as one of the most tax friendly states for retirees. Georgia does not tax Social Security benefits and provides a deduction of $65,000 per person on all types of retirement income for those individuals 65 and older. Most counties within Georgia also provide for additional senior exemptions as a means to lower [...]

1510, 2019

Social Security Benefits Cost-of-Living Adjustment for 2020

By |October 15th, 2019|Categories: Retirement, Social Security|Tags: , |Comments Off on Social Security Benefits Cost-of-Living Adjustment for 2020

On October 10, the Social Security Administration (SSA) announced that recipients will be receiving a 1.60% raise in January 2020 in the form of a cost-of-living adjustment.  SSI recipients will receive their increased paychecks in December 2019. The raise is lower than the last couple of years because inflation in the third quarter (July, [...]

1010, 2019

Employee Stock Plan Mistakes to Avoid

By |October 10th, 2019|Categories: Beneficiaries, Benefit Plans, Options, Retirement, RSUs, savings, Stock Plans|Tags: , , , , , , |Comments Off on Employee Stock Plan Mistakes to Avoid

Fall is open enrollment for many employer benefit plans. Employee stock plans are a great way to build wealth and help you reach your financial goals. Confusion over these plans often leads to costly mistakes. Thanks to Fidelity for helping with their 6 Employee Stock Plan Mistakes to Avoid.  

1502, 2019

What To Do If the IRS Calls (Hint: It’s Not the IRS Calling)

By |February 15th, 2019|Categories: Blog|Tags: , , , , , , , |Comments Off on What To Do If the IRS Calls (Hint: It’s Not the IRS Calling)

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 [...]