Gifting Cash To Reduce Your Estate Taxes By: Stacey Nickens The giving season is upon us, and you may be sifting through magazines, trying to figure out what to give your relatives. Instead of buying your grandson his fifth pair of headphones, those with highly-valued estates might consider giving cash this holiday season. Doing [...]
Take Advantage of These Tax Breaks Before They Disappear By: Stacey Nickens Year-end tax and financial planning is always important. However, the third stimulus payments and changes to the 2021 child tax credit make year-end tax planning especially important this year. Tax payers should be aware of the income thresholds for certain tax benefits. [...]
The holidays can be both busy and expensive. With that in mind, it can be helpful to get your finances in order before you get wrapped up in gift buying and pie making. Use the next few weeks to lower your tax bill, save for retirement, and plan for your future health needs. 1. [...]
4 Key Steps to Reviewing Your Company's Insurance Options By: Stacey Nickens How much money can you save in an hour? If you spend an hour cooking instead of going out to eat, you could save $100 or more. Spending an hour on the treadmill could save you on health costs down the line. [...]
3 Common Mistakes People Make When Claiming Social Security By: Margaret Nickens Social Security helps many Americans fund their retirement, but sorting through all of the different claiming strategies and rules can be challenging. Retirees may end up claiming their Social Security benefits too early or claiming in a manner that doesn't best meet [...]
Advantages of a 529 Plan in 2021 By: Stacey Nickens The education landscape has changed significantly in the past decade, especially during the past year. Students have greater technological needs, especially with many students moving to a remote learning environment. Many families and students have to take on debt to cover educational expenses, and [...]
You may be considering saving for your child or grandchild's future educational needs. You could use an UTMA (Uniform Transfer to Minors Act) or 529 Plan to save money for a minor beneficiary. Opening either account allows you to invest contribution funds. However, while the two savings vehicles are often discussed together, UTMAs and [...]
5 Strategies for Managing Your Employer-Sponsored Retirement Plan By: Stacey Nickens Pension plans have traditionally funded many American's retirements. However, pension plans are becoming increasingly uncommon. In their absence, more retirees are relying on 401(k)s, 403(b)s, or 457 plans. However, I often find that individuals do not take an active role in managing or reviewing [...]
ELM3's Fall Financial Fitness Challenge By: Stacey Nickens The past few weeks have featured a mixed bag of news, and you may be struggling to sit still among all of this chaos. I am thus challenging you to take one week to improve your financial fitness. This 1-week challenge features a task each day that [...]
Financial Advisor Checklist By: Stacey Nickens In the Fall, nature sheds its dead weight in order to prepare for the Spring growing season. Similarly, Fall and Winter are fantastic times to clean up your finances in order to better prepare for your future. Working with a Financial Advisor can significantly help you in this planning [...]
Give us a call:
(678) 297-9500
Get Directions:
5755 North Point Pkwy #92, Alpharetta, GA 30022
