Providing value, discipline, and insight.
Around the country, attitudes about retirement are shifting.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A windfall from a loved one can be both rewarding and complicated.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The certification marks above are owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.
Investments products and Advisory services available only to residents of: AL, AZ, DC, FL, GA, KY, MT, NC, NH, OH, PA, SC, TN, TX, VA.
Licensed to sell insurance products in the following states: AZ, FL, GA, PA, SC.
Office: (478) 971-0774
Fax: (478) 971-0778
209 Independence Drive
Warner Robins, GA 31088
