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Latest Articles

Retirement

  • Maximize Retirement with Year-End Financial Moves
  • Strategic Year-End Planning for a Strong Retirement

Estate

  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities
  • Yours, Mine, and Ours: Estate Strategies for Second Marriages
  • A Living Trust Primer
  • Why Everyone Needs an Estate Strategy
  • Will Power
  • White Elephant Inheritance
  • Put It in a Letter
  • What is the Value of Your Business?
  • Year-End Planning: Preserve, Grow, and Give
  • Preserve, Grow, and Give: Year-End Wealth Planning
  • Estate Strategies to Grow Wealth for Generations
  • Estate Planning: Grow & Preserve Your Wealth

Tax

  • What Do Your Taxes Pay For?
  • The One Big Beautiful Bill and You
  • What’s My 2025 Tax Bracket?
  • What Is a 1035 Exchange?
  • How to Make the Tax Code Work for You
  • You May Need to Make Estimated Tax Payments If…
  • How to Appeal Your Property Taxes

Money

  • Year-End Charitable Gifting and You
  • The History of Currency
  • What Can You Buy With 529 Distributions?
  • Exploring the Federal Student Grant Program
  • The Average American Budget
  • Budgeting After a Divorce
  • Password Protection Strategies

Lifestyle

  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • How Boomers and Millennials Differ
 

Contact

Office: (770) 420-2954

Fax: (678) 298-3028

3380 Trickum Road

Building 1200-200

Woodstock, GA 30188

[email protected]

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