Anniston, AL August 15, 2023 A Calhoun County Look at Tax Efficient Charitable Giving Calhoun County, AL – When it comes to charitable giving, cash may not always be king. If you have an IRA, or own individual stocks…
Anniston, AL May 19, 2023 Are Home Prices Set to Fall In the near future? Calhoun County, AL – Over the last few years, the price of housing has skyrocketed. This has led many to feel that homes are now…
Anniston, AL March 30, 2023 What Should I Do With My Old 401(k) Plan? Calhoun County, AL – Many employers no longer have a pension plan in place for their employees and instead offer a 401(k) plan. Employees of…
Anniston, AL February 10, 2023 Will My Retirement Savings Be Enough? Calhoun County, AL – As a financial planner, besides helping my clients manage their investments, I often help them plan for their retirement. I’ve assisted…