IT'S ALL ABOUT MONEY MANAGEMENT
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College Funding Options
July 2020 - How can you cover your child’s future college costs? Saving early (and often) may be key for most families. 529 college savings plans, Coverdell ESAs, UGMA & UTMA accounts, and Whole life insurance are some of the college savings vehicles to consider.
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Details on the Tax Deadline Extension
June 2020 - The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form and to pay any federal taxes owed for 2019.
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Roth IRA Conversion in the Era of COVID-19 Is it right for you?
May 2020 - The COVID-19 pandemic
has shaken up nearly every
aspect of American life. To say it’s been a difficult time would be an understatement.
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Coronavirus & More
April 2020 - In international news, the latest coronavirus outbreak has hit China, now referred to as COVID-19, leading to closed borders and heightened screening at hospitals worldwide.
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The SECURE Act: Long-established retirement account rules change.
March 2020 - The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. It will require a change in strategy for many Americans. For others, new opportunities may be revealed.
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2019 IRA Deadlines Are Approaching
February 2020 - April may be associated with taxes, but we should also associate April with important IRA deadlines. Here are points to know about dates, withdrawals, contributions, and tax deductions.
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Measuring the Value of a Financial Advisor
January 2020 - A 2019 study by Vanguard, one of the world’s largest money managers, concludes that a relationship with a financial advisor, especially an independent one, can make a difference for investors.
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End-of-the-Year Money Moves
December 2019 - Here are some things you might consider before saying goodbye to 2019. Little year-end moves might help you with your taxes, improving your short-term and long-term financial situation.
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Health Insurance Options for Georgia in 2020
November 2019 - This is when people without group health benefits have to find the most affordable health insurance for next year. There's Medicare, Obamacare, alternatives, and short term medical.
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Your Extended Care Strategy
October 2019 - Are you prepared for the possibility—and expense—of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Probably not, so consider this.