Should You Care What the Financial Markets Do Each Day?

2020-03-20T14:14:45-05:00March 20th, 2020|Taxes|

March 20, 2020 3:00 pm ET By: Stacey Nickens Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience [...]

Tax Day is Now July 15, 2020

2020-03-22T11:42:55-05:00March 20th, 2020|Tax Credits and Exemptions, Taxes|

March 20, 2020 8:00 am ET By: Stacey Nickens Tax Day is now July 15, 2020. Americans will get a three-month reprieve to file and pay their income taxes for 2019 regardless of the amount they owe. For those who anticipate a refund, you may want to consider trying to file on time.  Putting [...]

Should I Do My Own Taxes or Hire a Tax Pro?

2020-01-27T10:25:47-05:00January 27th, 2020|Taxes|

January 29, 2020 By: Stacey Nickens Can you believe it's 2020 already? Today is the first day of tax season. So on your mark, get set, and get ready to file. Right about now you’re probably collecting and organizing your tax records. When it's time to file your tax return, you have several options. [...]

Avoid These Three Mutual Fund Mistakes

2019-11-07T18:01:31-05:00November 7th, 2019|Investments, IRA, Mutual Funds, Retirement, Taxes|

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 [...]

Tax Friendly Retirement States

2019-11-06T11:44:52-05:00November 6th, 2019|Retirement, Social Security, Taxes, Uncategorized|

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 [...]

February Tax Update

2016-11-22T21:57:28-05:00February 2nd, 2016|Blog, tax, Taxes, Uncategorized|

With us being three months out from April 18, what are things you should be considering? Notably, it's important to get your taxes done as early as possible to avoid identity theft, but there are a number of other important deadlines and headlines that you should take into consideration going into this short, chilly month. February 1st [...]

Smooth Sailing IRA Contributions

2014-02-12T07:05:28-05:00February 12th, 2014|Blog, Investments, Taxes|

Most of us know that IRA contributions can be made retroactive to the previous tax year. What most of us don't know is that if the contribution check is not properly labeled, the receiving firm will, by default, apply it to the tax year in which it is received (i.e., 2014). When making a contribution [...]