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
-
Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
-
Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.