Financial Education Videos
Financial Education
What’s the Rule of 72(t) and Rule of 55?
Navigating early retirement can be challenging, especially when it comes to accessing retirement funds without facing penalties. Two key provisions that can help individuals retire early and avoid the 10% [...]
New 2024 Rules for Transfer on Death Deeds in Georgia
In 2024, Georgia's estate planning landscape has seen a significant change with the recent passage of new legislation. Historically, the state of Georgia did not permit the use of transfer [...]
Tips to Sustain Your Current Lifestyle During Retirement
Sustaining your current lifestyle during retirement without depleting your retirement funds is a vital objective. Achieving this goal requires a robust financial plan, setting clear financial goals, and understanding the [...]
Are you saving too much for retirement?
Do you find yourself saving too much for retirement and unsure what to do with that money? Consider creating an opportunity fund and moving that excess money there. This fund [...]
Pros and Cons of Owning a Vacation Rental Property
Investing in a vacation rental property has become increasingly popular. Here are some key pros and cons to consider. Pros of Owning a Vacation Rental Property Income Generation: Vacation rentals [...]
Reduce Your Taxes and AGI by Giving to Charity
Strategies to reduce your adjusted gross income (AGI) through charitable giving can lead to potential tax savings by lowering one's tax bracket. AGI is calculated by subtracting deductions from taxable [...]
Financial Planning Tips to Thrive in Your 40s
Financial planning in your 40s is crucial as you enter higher earning years and start to prepare more seriously for retirement. Follow these tips to secure your financial future and [...]
Annuity Awareness Month: Stay Away from Annuities!
In light of Annuity Awareness Month in the financial services industry, it's important to examine the critical perspective on annuities. While fixed annuities may attract conservative investors, other types such [...]
Recent posts
