Securing your financial future is rarely as simple as just deciding to save. You also have to choose how and where to invest your money. This is where retirement plans enter the picture. From individual IRAs and 401(k) plan options to more specialized strategies like a non-qualified deferred compensation plan, each route offers unique benefits […]
Deferred Compensation Plan vs. 401(K): What’s The Difference? Read More »
Many companies go beyond just salaries and bonuses to keep top executives motivated. Supplemental executive retirement plans (SERPs) provide additional, tailored benefits that help keep leaders engaged while planning for the future. This guide will walk you through the fundamentals of SERPs, including what they are, how they function, and why businesses implement them. Whether
Supplemental Executive Retirement Plan (SERP) 101 Guide Read More »
After a loved one passes, questions about inherited assets often arise. Whether it’s cash, property, or other valuables, understanding if you’ll need to pay taxes on what you inherit can help you avoid unwanted surprises. Understanding South Carolina’s inheritance tax laws is imperative for financial planning. Tax laws vary by state, and South Carolina has
Does South Carolina Have An Inheritance Tax? Read More »
Real estate often stands as one of the most valuable assets in a person’s estate, making its thoughtful planning a key component of your overall strategy. Beyond their financial value, these properties frequently hold personal significance, serving as homes filled with memories and a tangible legacy to pass on. In estate planning, the term “devise”
Devise Real Estate Smartly: How to Pass Down Real Estate to Your Heirs Read More »
When planning to pass on your assets, understanding potential tax implications is a valuable step in preserving your legacy. Various taxes, including those on inheritance, may apply depending on factors like the nature and location of your assets. A clear understanding of these details can support the goal of reducing taxes so that more of
Georgia Inheritance Tax: Here’s What You Need To Know Read More »
An estate tax, sometimes referred to as the “death tax,” applies to the total value of assets that an individual leaves behind. Though estate taxes primarily impact larger estates, understanding how they work can be useful for anyone looking to plan ahead for their financial future. In this post, we’ll explore the details of estate
Georgia Estate Tax: A Comprehensive 101 Guide Read More »
Hurricanes don’t just damage buildings—they often leave financial hardships and emotional stress in their wake. The devastation caused by recent storms, such as Hurricanes Helene and Milton, has raised urgent questions for individuals and families struggling to recover. Among these concerns is whether the financial losses from hurricane damage can be offset by tax deductions.
Is Hurricane Damage Tax Deductible? What You Need To Know Read More »
No matter the size of your estate, taking steps now can help your family avoid potential legal issues and other hassles later. This guide will explore the main aspects of estate planning in Georgia, offering insight into what you need to consider to create the right plan. What Is Estate Planning? Estate planning revolves around
Georgia Estate Planning: What You Need To Know Read More »
As a small business owner, managing your finances can be tricky. You need to balance the financial health of your business while keeping your personal goals in sight. Wealth management specifically designed for business owners can help you create a plan that meets both your immediate and future needs. Taking a broad approach is important.
Wealth Management For Small Business Owners Read More »
Leaving a job is a major decision that comes with plenty of uncertainties. Whether you’re considering a career shift, taking a break to explore new opportunities, or making a fresh start in a different field, it’s important to financially prepare for a job transition and feel financially secure before making a move. Without a plan, you
14 Ways to Financially Prepare to Quit Your Job Read More »
10 Things to Consider When Planning to Transition into Retirement
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