Your Wealth Partners
Sandy Springs Office - 780 Johnson Ferry Road Suite 600, Atlanta, GA 30342 Dacula Office - 3605 Braselton Hwy Suite 104 Dacula, GA 30019 Cumming Office - 5955 Parkway North Blvd Suite D Cumming, GA 30040
Phone:
- 770-979-1301
Newsletters
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HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,960.80 | -3.56% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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