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Georgia Taxpayers Must Do Math Before Picking Deduction Path

During my research, however, I discovered a small yet impactful tax change that could adversely affect hundreds of thousands if not millions of taxpayers — the issue of state standard deductions. Let me explain. About 30 percent of American taxpayers itemize deductions when they do their taxes. This percentage will likely decrease under the new GOP tax plan since the federal standard deduction has nearly... Read more.

CIA 2018 Outlook

After a whirlwind year of Washington politics, GDP growth north of 3% and a stock market marching through year nine of a bull cycle, it’s time to shift focus toward 2018. Rather than making a prediction on where the Dow might close on December 31st, let’s review the macro themes that we believe will most profoundly impact the global economic picture. We expect these factors... Read more.

Your 2018 Taxes — Up, Down Or Flat?

Over the past year on “Money Matters” (9-11 a.m. Sundays on News 95.5 and AM 750 WSB) we have spent a great deal of time discussing the prospect of tax reform. Would it pass? What would it mean for individuals and families in America? Since the recent passing of the Tax Cuts and Jobs Act, we have answered hundreds of calls and emails, all essentially... Read more.

Why Your One-Page Financial Plan Is A Good Start

Retirement is often portrayed as a life passage — a quick switch from one lifestyle to a very different way of living. While that’s still the case for many people, more Americans are finding retirement to be more of a transition than an overnight change. For a variety of reasons, it’s less likely that you will attend your retirement party on Friday, and move to... Read more.

Use This Checklist To Learn If You Can Retire In 2018

Hard to believe, but we’re heading around the corner from 2017 into 2018. As the new year approaches, you’re likely considering new financial goals, like a revised budget, a better investment strategy, or even the big R – retirement. If checking out of your career and into the post-work portion of life is on your New Year’s to-do list, it’s important to really assess where... Read more.

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