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traditional vs roth (1)

Traditional vs. Roth IRAs

Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow.   IRAs, or Individual Retirement Accounts, are investment vehicles used to help save…

tax prep

Atlanta, It is time for Tax Prep!

If you haven’t done so already, it’s time to get ready to file your taxes. Whether you use a tax professional or prepare your taxes yourself, the first step is to get organized and a tax preparation checklist can help you do that. Here are some tips to help you get started.   Collect your…

tax scams

Tax Scams & Schemes

Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the Internal Revenue Service (I.R.S.). These cons occur year-round, not just during tax season. In response to their frequency, the I.R.S. has listed the 12 biggest offenses – scams that…

1099

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…

New Records and Changes (13)

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…

New Records and Changes (16)

Kick off the year right, Atlanta!

New Records and Changes (15)

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).…

New Records and Changes (19)

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%…

Copy of From the Desk of Faye

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…

New Records and Changes (11)

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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