As the season of Thanks and Giving approaches, we must be mindful of those who would fraudulently solicit our generosity. Our desire to help those less fortunate, whether they are economically disadvantaged or recovering from recent natural disasters, should be tempered with careful consideration and research into these organizations. There are many worthy causes that […]
Living through a natural disaster may be frightening, but struggling with the resulting financial hurdles can be equally daunting or, at the least, frustrating. Our firm, based in Augusta, GA, witnessed the destruction of Hurricane Helene on September 27th. We have heard many stories from coworkers, family members, and friends in the aftermath. While roads […]
A: “Never underestimate the power of doing nothing.” – Winnie the Pooh Asset Advisors believes in guiding our clients through in-depth planning and a conservative investment approach to protect client assets during the ebb and flow of the market. With the right plan in place for each client, there’s no need for dramatic over-reactions to […]
Perhaps you started the New Year like the owner of a new car. Excited about the possibilities of where it would take you, with clear financial goals like a clear gloss paint finish. And you even implemented some steps to get your financial life in order, just as washing and buffing the outside keeps the […]
During these past weeks, we honored our moms and dads on their special holidays – whether celebrating together or reflecting on fond memories. What parents say (and do) shape our own biases and habits regarding life, relationships, and money. We often catch ourselves sharing the same bits of wisdom with our own offspring: “Don’t bite […]
The latest forecasts on Social Security funding have people worried that it will run out of money before their scheduled payouts. The question for those approaching retirement age is how secure is it to wait for maximum benefits? A recent Wall Street Journal article noted that according to the latest projection by the Social Security […]
April means rain showers and taxes and National Financial Literacy Month. Many organizations focus this month on raising public awareness of the importance of financial education and maintaining smart money management habits. Even if you feel pretty secure in basic financial know-how, have you ever merged that with understanding your financial identity? For instance, you […]
Along with enjoying the warm sunshine and the burst of new colors, you may have some spring cleaning in mind. Why is it that the renewal of this season makes us feel ready to tackle some chores: such as getting rid of household clutter, trimming away dead bushes, or cleaning dirty windows? There’s just something […]
Are you financially compatible with your sweetheart? This Valentine’s Day may have you thinking of hugs and kisses more than credits and debits, but many relationship experts agree that being aligned in your financial understanding is equally important to the success of your partnership. Heart-to-heart conversations aren’t just words on sweet, chalky candy. You can […]
Are you ready for 2024? Your W2 is probably on its way. Your 1099 soon to follow. With each new year, it’s important to review your payroll deductions and other planning opportunities to take advantage of new tax changes and inflation adjustments. There are quite a few changes to apply to your 2024 planning, such […]