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Need Your Accounts Tax Documents?

We always get a lot of questions about receiving 1099’s on accounts. Most 1099’s will be available online Jan 18th through Feb 13th, and after that a correction cycle happens every two weeks. Please expect that mailed  copies will be five to seven business days after it is posted online. Want to get your TD Tax…

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The Importance of Setting Intermediate Financial Goals

You understand the value of setting financial goals. Goals serve as stepping stones to achieving your dreams. Saving for retirement is a top priority for many people since some analysts suggest you may need as much as $1 million to retire comfortably.[1]  But what about those intermediate goals, the ones you set along the way…

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Kick off the year right, Atlanta!

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Ways to Repair Your Credit Score- New Year, New You, Atlanta

Steps to get your credit rating back toward 720.                            We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curve and that score declines. What steps can we take to repair it?    Reduce your credit utilization ratio (CUR).…

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Why did Inflation Retreat Last Week?

FOR THE FIRST TIME SINCE MARCH, INFLATION RETREATS December brought a 0.1% decline in the Consumer Price Index, the first in nine months. As in November, cheaper gasoline was a factor: gas prices took a 7.5% monthly fall. The CPI advanced 1.9% across 2018. The core CPI, which excludes food and energy costs, rose 0.2%…

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Atlanta-Exciting News for Retirement Contribution Limits for 2019

The IRS has announced that you will be able to save more toward retirement, the last time there was an increase was in 2013. For 401k, 403b, most 457 plans and federal government Thrift Savings plan, the saving cap is increased from $18,500 to $19,000. The additional catch-up contribution limit for 50 and over remains at…

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Year-End Special Edition: A Look Back at 2018

The close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we’re reviewing some key issues that defined 2018, as well as some factors that may influence financial markets in the coming year. Year in Review Wall Street began 2018 in rally mode, as enthusiasm…

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Turbulence Continues for Atlanta and the Nation

Last week, domestic markets had some of their worst performance in 10 years.[1] The S&P 500 lost 7.05%, the Dow declined 6.87%, and the NASDAQ dropped 8.36%. All three indexes have now lost at least 8% in 2018.[2] On Friday, December 21, the NASDAQ entered a bear market, which means it’s at least 20% below its last…

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Stocks Down, Change Ahead?

Last week brought more volatility to the markets. While domestic indexes had some rallies as positive trade news emerged earlier in the week, by Friday, December 14, they had erased any gains. The last time major U.S. indexes ended in correction territory was March 2016, meaning they are now at least 10% below their highs from…

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Volatility Continues

Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March – and the S&P 500 and Dow both moved into negative territory for 2018.[1] Overall, the S&P 500 lost 4.60%, the Dow declined 4.50%, and the…

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