Welcome to the Team: Will Evans

  Asset Advisors is pleased to announce the addition of a new member to our team: Will Evans, CPA, PFS, CFP®. Will is grateful to call Augusta home. A graduate of Lakeside High School, he achieved a Bachelor of Business Administration in Accounting and a Master of Accountancy from the University of Georgia. Before joining […]

Investment Strategies to Save Tax Dollars

Now that tax season is over (for most), you might be anticipating a welcome mental break from your financial affairs. However, if taxes caused you a headache this year, whether because of their complexity, amount of paperwork, or the amount you owed, know that there are strategies you can implement now to prepare ahead. And […]

Helpful Financial Planning Numbers for 2023

Important changes were announced for 2023 that might affect your income tax bracket, standard deductions, contribution limits in your retirement plans, education credits, annual gifts, Social Security, and Medicare. Knowing these numbers now can allow you to make some smart financial planning moves before the year’s end. Give us a call to discuss your options. The higher […]

IRS 2023 Tax Inflation Adjustments

Now that the holidays are here, your monetary thoughts may center on gift planning, travel, and social events. You should also consider what the IRS’s recent inflation adjustment announcement may mean for your year-end tax planning and funding those holiday expenses. What capital gains to realize now vs. how much income to delay until 2023 […]

Understanding I Bonds

Interested in earning 9%+ in a low-risk investment that protects your savings from inflation? If so, then I Bonds may be right for you. Series I Savings Bonds provide an inflation-adjusted yield which is reset every 6 months. They are currently paying 7.12%. The next reset on May 1, 2022 is expected to increase to […]

Tips For Preventing Fraud

Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions may be things you’re […]