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 […]

Asset Advisors Continues Growth

Asset Advisors Investment Management is pleased to announce the addition of two new members to our team: Kristen Weston as Client Service Associate and Nichole Kuehl as Operations Associate. With a Bachelor of Arts degree from Brenau Women’s College, Kristen has worked in education and pharmaceutical sales, and most recently at Resource Management of Augusta […]