501 Gloucester St Suite 205, Brunswick Ga 31520317 Plant Ave, Waycross Ga 31501(912)387-0111
Your Financial Goals are important to us because...
YOUR TALENTS MATTER! Matthew 25:14
Newsletters
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.