Independent Ideas, Professional Advice, Trusted Advisors.
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Wiregrass, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Five phases to changing unhealthy behaviors.
Is your estate in order? This short quiz may help you assess your overall strategy.
Try these activities to keep your brain sharp.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Do your insurance needs stay the same when the nest empties?
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.