The Qualified Charitable Distribution- Tax Savings for Non-Itemizers. Many of our clients are taking advantage of Qualified Charitable Distributions (QCDs). This article from the American Red Cross details their usefulness and rules for IRA owners over 70 1/2.
Valerie studied Interior Design at the University of Georgia and completed her Bachelor’s degree in Speech Communication and Public Relations at Georgia State University in 1994. She worked as an interior designer in South Carolina, Tennessee, and Georgia for 15 years before transitioning to banking where she managed Capital City Bank in Waynesboro for 9 […]
Jeannie received a Bachelor of Business Administration from Brenau University. She graduated Cum Laude in 2012. Originally from Brooklyn, New York, she began her financial career in client services in New York City before moving South. In her spare time, Jeannie enjoys entertaining, cooking and exercising. She loves anything Italian and her favorite meal to […]
Why You Should Consider Freezing Your Credit Reports