In order to explain the value of the mega backdoor Roth, it is important to understand the basics of the Roth account. Roth accounts offer…
As our country shut down during the pandemic, Congress initiated several measures to provide financial assistance for business owners and individuals. We’re sure you all…
The DOW crossed 35,000 for the 1st time last week. My father asked if it was a good time to cash out of the market.…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the…
If we are raising flags for the 4th of July celebration here in the U.S., that must mean we are also halfway through 2021. This…
One day your child is born, and it feels like the next day he or she is heading off to college. I remember when my…
The first quarter of the year started with a lot of changes in political and market leadership. During the quarter, we saw a rotation away…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the…
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in…
The last few months I’ve been feeling a sense of déjà vu in terms of what I’ve been seeing in the markets. I am now…
If you hadn’t already heard of GameStop, surely you’ve heard that name come up over the past couple of weeks. Likely you heard “GameStop” used…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the…
As the year comes to an end, Congress continues spending money to help a battered economy. In fact, just a few days back, President Trump…
Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.” That adage probably holds as true today as it did when…
Many people don’t realize that their Medicare premiums are income-tested. The higher your income is, the higher your Medicare premiums are, which is also known…
Thirteen years ago, Margie Owen of Atlanta had a large tax-deferred account that she intended to leave to her children someday. The retired educator didn’t…
What a stressful few weeks these have been for all of us! No matter which party you support, it was a very tense time, and…
“Boring” is certainly not the word most people would use to describe 2020. In fact, it’s been anything but boring, what with the pandemic, economic…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the…
2020 will be a year we will remember forever. This year we are experiencing a global pandemic that has exacted a human toll unlike anything…
An important date is coming up this fall, and we’re not talking about the presidential election! It is an important date for college-bound students, and…
Over the past few months, I’ve been hearing this question a lot. It was first asked in March, when the markets were in a free…
Think back to what you were doing the night of November 8, 2016. If you were like many people in the United States, you were…
Over the past few years, an overseas “gang” has targeted Americans by trying to get personal information and/or money from them over the phone. The…
Everyone dreams of an investment process that puts you in the market when it’s going up and gets you out right before it goes down.…
To say the markets have been volatile is an understatement! The first quarter of the year was one of the worst quarters ever, and it…
Recently, I was walking through our local Target, and I realized that in a few short weeks the store will be full of back-to-school supplies!…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the…
A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1?…
A few days back, I was looking out the window and it was pouring. So, like most people, I pulled out my phone to check…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the…
On Friday, March 27, 2020 the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) became law. The CARES Act (the Act) is an emergency…
You would not be human if you didn’t feel any emotion about the market’s ups and downs we have been experiencing. As professional investors, who…
For the past 20 years or so, Georgia has witnessed a steady increase in the number of rural hospitals either closing down or on the…
Congress recently passed a new law with yet another interesting name – The SECURE Act. Interesting in the fact that the Setting Every Community Up For Retirement…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the…
As many of you are thinking about 2018 and the future of the markets, remember that the sun will shine tomorrow! Did you know that…
It may be December, but it’s always tax season for us. (Yes, really.) That’s because taxes tend to be our clients’ biggest expense – so…
The Wealth Manager’s and CPA’s Full Employment Act of 2018! The new tax law may not be called The Wealth Manager’s and CPA’s Full Employment…
As December 31 approaches, we’re getting a lot of questions about year-end tax strategies as well as the tax reform that’s winding its way through…
Last week, Equifax announced it suffered a massive data breach, releasing the personal information of over 140 million people. The best action to protect yourself…
The holiday season is in full swing! Thanksgiving leftovers have made way for holiday cookies and candy, city streets and stores are decorated with lights…
Today, more than ever, people are vulnerable to identity theft schemes. Unfortunately, no plan is foolproof, but there are steps you can take to protect…
Primer on Tax Breaks for Georgia’s Senior Taxpayers With a mix of Georgia laws governing tax breaks for senior taxpayers, we want to provide a…
As of January 1, 2013, married taxpayers with income above $300,000 and single taxpayers with income above $250,000 will see their itemized deductions reduced. Itemized…
In 2008, the state of GA passed a law that allows individuals and corporations to redirect a part of their GA state income tax for…
Each year Georgians perform their emissions check and pay their automobile ad valorem tax around their birthday. However, in 2012 the State of Georgia passed…
We all have way too many old documents at home. Here is a guideline for what tax documents you should keep and for how long:…
Debunking the Fiscal Cliff Deal (and How It Impacts You) – Special Report January 2013 Happy New Year! While the bulk of us were bidding…
Up until 2010, taxpayers under 62 could exclude up to $35,000 of retirement income from their taxable income. Retirement income is defined as income that…
Every time I meet a client and ask them what their biggest expense is, most folks say it’s their house, kid’s education, or spouse spending…
Alternative minimum tax (AMT) was originally created 40 years ago to capture tax on the most wealthy of Americans who were avoiding paying taxes via…