Welcome to the Team: Rusty Woodward

Asset Advisors is pleased to announce a new employee: Rusty Woodward, CFA®, CAIA®. Rusty grew up in Vienna, Georgia, and received a B.B.A. in Finance and a B.B.A. in Economics from The University of Georgia. Before joining Asset Advisors, Rusty was a Corporate Banking Analyst with BB&T in Dallas, Texas, and an Investment Analyst with […]

Grandparent-Owned 529 Plans

A new grandchild is an exciting and momentous addition to your family and to your legacy. Instead of lavishing gifts of clothing or toys that are soon outgrown, why not invest in something that will grow with them? A 529 plan is a state-administered, tax-free savings plan to help pay for education, with the option […]

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 […]