According to a 2019 White Paper study on the impact of making sub-optimal decisions with regards to the timing of claiming Social Security retirement benefits, retirees will collectively lose $3.4 trillion in potential income during their retirement. This averages out to $111,000 of forgone retirement income per household simply by making an incorrect decision with […]
“Why Your Retirement Account Paperwork Needs To Be Done Right” Bob Carlson writes of two recent examples of the ramifications of not having current paperwork for retirement accounts in this article for Forbes. It is absolutely vital to make sure that these forms are not just filled out appropriately at account inception, but also updated […]
“Do You Have An Uncashed Tax Check? Here’s What To Do & How To Fix Other IRS Issues” According to the author, when the IRS workforce returned to their offices in mid-June after being closed for three months, they were greeted with an estimated 11 million pieces of unopened mail. This situation has obviously caused […]
“Most Estate Plans Fail, Don’t Let Yours Be One of Them” “About 70% of estate settlements are followed by asset losses or a reduction in family harmony” writes Bob Carlson for Forbes. It is a sobering thought to believe that a lifetime of hard work actually leads to a reduction in family accord more times […]
With the COVID-19 pandemic impacting the globe, opportunistic cyber criminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other spoofing schemes. These major threats require risk mitigation, risk management and/or risk transfer strategies as the crisis unfolds. Click here to read the full […]
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.
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
Ben grew up in Vienna, Georgia before attending Presbyterian College. After graduating with a Bachelor of Science in Economics and Political Science, he attended the University of Strathclyde in Glasgow, Scotland where he received a Postgraduate Diploma in Financial Economics. Before joining Asset Advisors in 2020, Ben worked in the Public Accounting industry for seven […]
A native of Augusta, Georgia, Hamp is a graduate of the Academy of Richmond County and received a degree in Management from the Georgia Institute of Technology in Atlanta. Hamp worked as an advisor at Merrill Lynch from 2012 to 2016 before joining Asset Advisors in 2019. He is an active member of Reid Memorial […]