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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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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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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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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 | 26,075.30 | +1.44% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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