Checklists and Workflows
Social Security and Government Pension Offset
By Admin | January 14, 2021
If you are receiving a Government Pension and a Social Security benefit based on your spouse or ex-spouse’s work history, you may be impacted by...
By Admin | January 14, 2021
If you are receiving a Government Pension and a Social Security benefit based on your spouse or ex-spouse’s work history, you may be impacted by...
By Admin | January 14, 2021
Investing in a 529 plan can be an effective strategy to save for college. However, some situations around 529 plan distributions may have tax implications. ...
By Admin | January 14, 2021
When saving for retirement, you may be trying to decide which should you contribute to, your Roth IRA or your traditional IRA? There are several...
By Admin | December 16, 2020
There are unique circumstances that could impact if a distribution from a Traditional IRA will be tax or penalty-free. Because these exceptions rarely come up,...
By Admin | December 16, 2020
Reviewing your investments is a critical part of the financial planning process. Especially during times of uncertainty and volatility, a portfolio review can help evaluate...
By Admin | December 10, 2020
In most cases, there is no step-up in basis for gifted property. However, there are a few exceptions to the rule. This flowchart addresses some...
By Admin | December 10, 2020
The QBI deduction rules can be complicated. One planning issue to consider is how the QBI deduction rules effect retirement plan contributions. This could impact...
By Admin | December 10, 2020
There a few options to consider if you have inherited a traditional IRA from your deceased spouse. Choosing the best option for your situation will...
By Admin | December 09, 2020
Planning around IRMAA (Income-Related Monthly Adjustment Amount) surcharges on Medicare Part B and D is important, especially as the Medicare premium increase amount has grown....
By Admin | December 09, 2020
Determining tax implications on the sale of investments can be complicated. There are several questions to answer to help ensure that the tax liability is...
By Admin | December 09, 2020
There are several unique circumstances that will result in a distribution from a Roth IRA being taxed or penalized. Even though these situations are rare,...
By Admin | December 07, 2020
In 2019, cyber crimes cost over $13 billion in losses in the United States. Are you concerned about your own risk? Download our self-assessment to...
By Admin | December 04, 2020
Typically, there is a step-up in basis when property is transferred from a decedent. However, there are a few exceptions and distinct situations to keep...
By Admin | December 03, 2020
In certain situations, you may be able to make a Mega Backdoor Roth IRA contribution. However, the rules are very restrictive and prohibitive for most,...
By Admin | December 03, 2020
The tax impact upon the sale of shares within an ESPP, or Employee Stock Purchase Plan, varies based on several factors. This flowchart will guide...
By Admin | December 03, 2020
There are many account options to consider when wanting to save for the future. To help identify the different account types, this checklist provides a...
By Admin | December 02, 2020
If you are age 70.5 or older, you may benefit from making a Qualified Charitable Distribution from your IRA (excluding Roth IRAs). This is a...
By Admin | December 02, 2020
Determining eligibility for the Qualified Business Income (QBI) deduction can difficult to navigate. There are several factors and issues that business owners must consider. To...
By Admin | December 02, 2020
If you own employer-issued stock in a 401(k) plan, you may benefit from favorable tax treatment under the Net Unrealized Appreciation rules. But, to qualify...
By Admin | December 01, 2020
When it comes to financial planning for the new year, there are a lot of important numbers to keep in mind. This quick reference guide...
By Admin | November 20, 2020
It is important to keep certain documents on file in case you may need them in the future. However, it can be confusing knowing which...
By Admin | November 19, 2020
Before starting a new business, it is important to identify issues that are likely to arise. This will help spot planning opportunities, minimize complications, as...
By Admin | November 19, 2020
As the year comes to an end, it is a good time to review your financial plan. By doing so, this will help ensure you...
By Admin | November 01, 2020
When it comes to financial planning, there are a lot of important numbers to keep in mind for each year. This quick reference guide covers...
By Admin | October 22, 2020
Do you need to know if you are eligible to make a deductible IRA contribution? There are several factors to consider when determining eligibility, as...
By Admin | October 22, 2020
One option for paying back your Federal student loan is an Income-Driven Repayment Plan, or an IDR Plan. With this plan, your monthly payment is...
By Admin | October 21, 2020
There are several emergency relief options available during the Coronavirus pandemic. This checklist covers available options, such as the Cares Act, IRS changes, Executives orders...
By Admin | October 21, 2020
Reviewing your property and casualty insurance policies each year is an important part of your overall financial plan. By doing so, this will ensure you...
By Admin | October 21, 2020
Financial planning is important when having children or adopting a child. While a growing family is one of the greatest joys, it also brings about...
By Admin | October 21, 2020
Should I set up a traditional 401(k) for my business? Business owners may have other options for retirement plans for their business besides the traditional...
By Admin | October 21, 2020
There are many situations that may effect your choices for healthcare when entering retirement. To help make it easier to understand, this flowchart addresses common...
By Admin | October 15, 2020
Do you need to know if you can make a deductible contribution to your HSA? Usually the rules for HSA contributions are straightforward. However, it...
By Admin | October 15, 2020
There are several issues to consider when deciding on funding your child's college education. To help with the planning, you can use this checklist that...
By Admin | October 15, 2020
In order to avoid Medicare enrollment penalties, it is important to understand the enrollment rules and options. To help with the process, this flowchart guides...
By Admin | October 15, 2020
Financial planning for a terminal illness diagnosis of a spouse is an important task. Planning ahead for this unique circumstance can help ease the burdens...
By Admin | October 14, 2020
Wondering if you can delay taking your RMDs after you reach your required date? RMD rules and requirements are often complicated and hard to understand....
By Admin | October 13, 2020
There are important financial planning issues to consider when getting married or remarried. Marriage can change a new couple's financial situation. Planning ahead can make...
By Admin | October 08, 2020
When you receive a job promotion or raise, there are a number of changes that will impact your financial planning. Some of the changes to...
By Admin | October 08, 2020
If you expect to receive a Social Security retirement benefit and a government pension, your Social Security benefit may be reduced. This reduction is due...
By Admin | October 08, 2020
An HSA is one of the most tax-efficient savings accounts available. The rules for HSA distributions are typically straightforward, however there are several factors to...
By Admin | October 08, 2020
Can I make a Backdoor Roth IRA contribution? There are income limits that will restrict you from making a regular Roth IRA contribution. But, there...
By Admin | October 02, 2020
There are many factors to consider when planning your student loan repayment. Some decisions to make include repayment plan options, deciding to refinance, or even...
By Admin | October 02, 2020
Buying a home will be one of the most important financial decisions you will make. Use this financial checklist for buying a home to help...
By Admin | October 02, 2020
Will I be enrolled automatically in Medicare or will I have to proactively enroll? The answer to this common question depends on each person's situation....
By Admin | October 02, 2020
In today's uncertain economy and crisis, job loss has become increasingly common. Financial planning for a possible job loss can help make the disruption in...
By Admin | September 29, 2020
Wondering if your social security benefits will be reduced? Claiming social security benefits can be complicated to understand, as there are many rules and issues...
By Admin | September 24, 2020
Each person will have unique circumstances that will determine their eligibility for Medicare Part A and B. This flowchart addresses some of the most common...
By Admin | September 24, 2020
Starting a new job involves a lot of changes that may impact your financial situation and planning. This checklist will guide you through different issues,...
By Admin | September 24, 2020
There are many planning issues to identify and consider during a divorce. This checklist contains 26 items to take into consideration to help guide you...
By Admin | September 24, 2020
Health insurance is often a main concern for those who are considering early retirement. Weighing all the options for health insurance can be overwhelming and...
By Admin | September 18, 2020
Reviewing your health and life insurance policies each year is an important part of your overall financial plan. This will ensure you always have the...
By Admin | September 18, 2020
Planning after the loss of a spouse can be overwhelming. There are many matters to consider after losing a loved one, such as cash flow...
By Admin | September 18, 2020
As a surviving spouse, you may be eligible for social security benefits. However, there are several important issues that must be considered before you file...
By Admin | September 18, 2020
Wondering what issues you should consider during a recession or market correction? This checklist includes many of the items you may need to address and...
By Admin | September 18, 2020
Are you planning to retire soon? There are many issues you should consider to ensure you are able to get the most out of your...
By Admin | September 18, 2020
There are many issues to consider after the loss of a parent. Dealing with the loss alone is difficult. In addition, there are also financial,...
By Admin | September 18, 2020
Wondering if your Roth IRA conversion will be penalty free? There are different scenarios that may impact the possibility of facing a tax penalty. The...
By Admin | September 17, 2020
Wondering if you qualify for social security disability benefits? Use the flowchart provided to guide you through different scenarios to help determine if you will...
By Admin | September 17, 2020
Wanting to know if you should convert your Roth IRA? There are several issues for you to consider before you make your decision. The flowchart...
By Admin | September 17, 2020
There are many issues to consider before closing an estate after the loss of a loved one. This checklist includes 24 important items and issues...
By Admin | September 16, 2020
Need help deciding if you should rollover your dormant or old 401k? Use the flowchart provided to help guide you with some common issues before...
By Admin | September 16, 2020
There are many issues to consider when caring for and helping your aging parents. Understanding the financial issues involved can make the situation a little...
By Admin | September 16, 2020
Before updating your estate plan, there are many issues you should consider. Having an estate plan in place is a critical part of planning for...
By Admin | September 16, 2020
As an existing client, there are many items for you to consider when preparing for your annual review meeting. Having all the necessary information about...
By Admin | September 11, 2020
As a new client, the initial experience is very important and sets the stage for future expectations. Asking the right questions is key. We like...
By Admin | August 26, 2020
You may be eligible for Social Security benefits as a Spouse. There are several factors when considering your eligibility. Download this flowchart to help determine...
By Admin | August 26, 2020
If you are divorced, you may still be eligible for Social Security. Download the flowchart here to help determine if your eligibility. Please contact us...
By Admin | August 26, 2020
While everyone is at risk of becoming victims of identity theft and fraud, there are many things that you can implement to help provide more...
By Admin | July 20, 2020
One of the most asked questions we answer is: "Can I make a Roth IRA Contribution?" To help answer that question, we thought you might...
By Admin | March 25, 2021
If you love sports, you can't help but enjoy the Cinderella story of this year's March Madness - the men's basketball team from Oral Roberts...
By Admin | March 11, 2021
In this recorded video, we answer the question you may have asked, "Why should I hire you?" This video will help you learn more about...
By Admin | March 05, 2021
Gas prices are on the rise. Gas prices are moving towards $3 per gallon, and maybe even on the way to $4 per gallon. Here...
By Admin | February 10, 2021
In this video, we answer your most asked questions about 1099 forms and tax returns, and we go over important tax dates for you to...
By Admin | February 05, 2021
You can’t turn on the news these last few days without hearing about GameStop and some type of battle between Hedge Fund Managers and a...
By Admin | January 28, 2021
Watch our tribute to legendary Hank Aaron, and listen to a story you might not have heard - about Hank's real fear while chasing Babe...
By Admin | January 14, 2021
If we could sum up year 2020 in one word, it might be chaos. From the pandemic to the election and everything in between. But...
By Admin | December 09, 2020
Cybercrime protection is more important than ever. In 2019, cybercrimes cost the U.S. over $3.5 billion. Are you at risk? Watch now to learn tips...
By Admin | December 02, 2020
Year 2021 is just around the corner! In this recorded LIVE Show, we discuss important numbers for 2021 to plan for such as tax brackets,...
By Admin | November 25, 2020
Year 2020 has thrown all sorts of challenges to us all – from a Pandemic to a historic stock market drop. But when all the...
By Admin | November 24, 2020
In this recorded Facebook LIVE show, we discuss the recent record-setting stock markets. We also cover our year- end financial checklist that will help guide...
By Admin | October 28, 2020
Caring for aging parents can be stressful. However, planning ahead with financial concerns for your parents as they age will help ease the transition. Watch...
By Admin | October 14, 2020
We have all heard the saying,"It's all about the bottom line". But what does that mean exactly when it comes to your finances? Watch now...
By Admin | October 07, 2020
In this recorded LIVE video, we talk about how to spot a Ponzi scheme. A Ponzi scheme is a fraudulent investing scam, and the highest...
By Admin | October 01, 2020
In this video, we discuss the perils of market timing. The recent headlines like covid-19, vaccines, and the presidential election have all played a part...
By Admin | September 23, 2020
In this video, we discuss the return to market volatility and the recent and upcoming events that impact it. Watch now to learn more! Be...
By Admin | September 16, 2020
The old saying "rob Peter to pay Paul" usually has a negative meaning, right? Not always! Watch our Facebook LIVE recorded show to learn when...
By Admin | September 09, 2020
There are 3 elements of a family protection plan that you should consider when planning for your future. Here, we discuss what those 3 elements...
By Admin | September 02, 2020
What is investing? Why should you invest? What is a stock? What are mutual funds? Learn the basics of investing and more in this video....
By Admin | August 27, 2020
The Financial Planning section is the third section in our Cornerstone Planner. In this video we discuss how you can use this section for your...
By Admin | August 21, 2020
If something happened to you, would your family have the information they need? Do they know important phone numbers, passwords, safe box codes? Keep everything...
By Admin | August 04, 2020
How will the outcome of the election effect the markets? I have received a lot of questions about this topic lately. Watch now to hear...
By Admin | July 28, 2020
We have some fun in this video discussing the first section of our Cornerstone Planner, legacy planning, with our favorite TV family, the Brady Bunch!...
By Admin | July 21, 2020
This is the moment we finally were able to share our BIG news. Watch now to see the fun way we revealed this!
By Admin | July 14, 2020
Do you ever wonder why the markets are doing great when the economy is not? Watch now as we discuss the disconnect between markets and...
By Admin | July 07, 2020
What is "Long-Term Investing?" How many times have you heard the phrase, "investing is for the long term"? Or: "One should only invest if...
By Admin | June 30, 2020
In this video, we share three words you should consider when investing. Watch now to learn what those are and how they can help you...
By Admin | June 23, 2020
Watch now for helpful information on Social Security, WEP and how it may reduce your retirement check. This is especially beneficial for our Teachers here...
By Admin | June 16, 2020
In this Facebook LIVE video, we begin to unfold "Fee Planning vs Free Planning" and our new Cornerstone Planner. Watch now for more information! Download...
By Admin | June 09, 2020
Watch our very first Facebook LIVE broadcast as we announce a few of our new changes coming soon! Be sure to FOLLOW us on Facebook!...
By Admin | August 27, 2020
The Financial Planning section is the third section in our Cornerstone Planner. In this video we discuss how you can use this section for your...
By Admin | August 21, 2020
If something happened to you, would your family have the information they need? Do they know important phone numbers, passwords, safe box codes? Keep everything...
By Admin | July 28, 2020
We have some fun in this video discussing the first section of our Cornerstone Planner, legacy planning, with our favorite TV family, the Brady Bunch!...
By Admin | July 05, 2022
[embed]https://www.youtube.com/watch?v=sNgdhLLh7Xk[/embed] John Colegrove provides a report from his recent visit to Poland. Bread of Life - Visit their website to learn how you can...
By Admin | June 07, 2022
[embed]https://youtu.be/TWwdeSYgfkc[/embed] As a young worker, chances are good that you've spent more than a decade in a school of some kind. And finally, you get...
By Admin | May 31, 2022
[embed]https://youtu.be/C2vGsrXxWCY[/embed] After an awful plunge for most of 2022, the week of May 23rd brought a little hope back to financial markets. Cornerstone...
By Admin | May 24, 2022
[embed]https://youtu.be/bn-fta7CdAk[/embed] It's common for folks to be worried about stock market corrections. Because it brings about a helpless feeling. But, this also provides...
By Admin | May 20, 2022
[embed]https://youtu.be/9YVZ_Kt7Dvc[/embed] The markets have been behaving badly lately. Does that mean it's time to sell and run for the hills? Watch this session to...
By Admin | February 24, 2022
[embed]https://youtu.be/YwladMB7aB0[/embed] Watch our broadcast about considerations for your investments in light of the situation in Ukraine. Cornerstone Financial Team www.CornerstoneFinancialTeam.com (678) 482-0686 LPL Tracking...
By Admin | June 30, 2021
[embed]https://youtu.be/8kxixG2GGAw[/embed] Serving on a jury is both a civic responsibility and an important component to the justice system. To learn more about jury duty,...
By Admin | December 01, 2020
Now through Dec. 15th is open enrollment for health insurance. If you are self-employed or need insurance outside of your work, give us a call. ...
By Admin | September 11, 2020
Roth IRA, contribute or convert? A Roth IRA offers many advantages that other traditional retirement accounts do not. Learn about the two ways to put...
By Admin | September 11, 2020
It's time to start your emergency fund. Financial upheaval can happen at anytime. The best way to handle unexpected financial stress is to have an...
By Admin | September 11, 2020
Creating a simple, effective budget will help give you control over your finances. Many people tend to avoid the "B" word, budget. However, a budget...
By Admin | September 11, 2020
It is important to know what to do with an inherited IRA. If you have become the beneficiary of an IRA or another retirement account,...
By Admin | September 10, 2020
Planning ahead in caring for your aging parents can help ease the way long before a crisis occurs. Giving advise to aging parents on their...
By Admin | September 10, 2020
Learn now the 5 common mistakes to avoid in retirement. You save for your retirement for decades. Because of this, you want to be careful...
By Admin | September 10, 2020
There are 5 important medicare facts for pre-retirees you need to know as you approach age 65. Watch now to learn what those are to...
By Admin | September 10, 2020
Having a difficult time knowing which retirement plan you should choose? Choosing your retirement plan is a great step towards financial security. There are several...
By Admin | September 10, 2020
Wondering how to be tax efficient with your investments? Although it's not possible to avoid taxes altogether, it is possible to effectively reduce taxes. And...
By Admin | September 10, 2020
How do you create a simple retirement income plan? Your retirement plan should account for every year in retirement, even past your life expectancy. Watch...
By Admin | September 10, 2020
Planning for long-term care is many times, a missing link in an otherwise well-rounded financial plan. Learn more about long-term care and why it is...
By Admin | September 10, 2020
It is never too early to start planning for future college costs for your children. A 529 Plan is one way to set aside funds...
By Admin | September 10, 2020
In this video, you will learn several ways on how to prepare for taxes at the end of the year. Tax preparation and planning at...
By Admin | September 10, 2020
Wondering how long it will take to double your money? You can find the answer with the Rule of 72. Using this easy formula will...
By Admin | September 09, 2020
Do you find yourself confused about what type of insurance you should buy? In this video, you will learn the different types of insurance to...
By Admin | September 09, 2020
Do you need a durable power of attorney? A durable power of attorney is different than a power of attorney. Watch now to learn more...
By Admin | September 09, 2020
Estate planning isn't only for the rich, it is a necessity for everyone. Watch now to learn what an estate plan is, why it is...
By Admin | September 08, 2020
Plan now to take care of your spouse after you are gone. If you were to pass, would your spouse and/or your family be able...
By Admin | September 02, 2020
Wondering how to choose a financial advisor? You should always select someone who understands your situation and focuses on providing for your needs. When choosing...
By Admin | August 28, 2020
What are annuities and how do they generate income? Annuities are both a savings and income investment that pays out over a period of time....
By Admin | August 26, 2020
What are required minimum distributions and how are they determined? Beginning at age 72, you must begin to withdraw money from your retirement accounts every...
By Admin | August 26, 2020
Many factors will determine how you strategize for your maximum Social Security benefits. Because of this, Social Security planning is critical. Watch this video to...
By Admin | July 31, 2020
Since this time does not permit musicians to get together, a few of my friends and I recently recorded a fun tune: Mr. Sandman. I...
By Admin | July 13, 2020
Identity Theft and cyber security issues are foremost on the minds of Americans. Are you protecting your financial accounts from hackers? Watch now and use...
By Admin | July 12, 2020
Wondering how to avoid an IRA rollover mistake? If you are changing jobs or are retiring, you may be considering an IRA Rollover. A wrong...
By Admin | June 28, 2019
We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets,...
By Admin | June 28, 2019
Watch this video for a fun, yet informative look at the recent Tax Cut and Jobs Act law.
By Admin | June 28, 2019
Through this fun, animated video, you will learn about options regarding an IRA that you inherit from someone like a parent or other non-spouse.
By Admin | March 04, 2021
March 4, 2021 Dear Valued Investor: It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to...
By Admin | February 04, 2021
Dear Valued Investor, “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is...
By Admin | January 07, 2021
Dear Valued Investor: Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put...
By Admin | December 03, 2020
Dear Valued Investor: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the...
By Admin | November 09, 2020
Dear Valued Investor: Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight...
By Admin | October 06, 2020
Dear Valued Investor: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back...
By Admin | August 06, 2020
Dear Valued Investor: The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in...
By Admin | July 14, 2020
Dear Valued Investor: We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far...
By Admin | April 08, 2020
I want to start off this letter by saying thank you. Thank you for the continued trust you place in our practice. And thank you...
By Admin | March 16, 2020
When I was a kid growing up, the innocence of Saturday morning included my favorite TV show: The Superfriends. And my favorite superhero was none...
By Admin | March 12, 2020
The purpose of this message is to provide an update from Calder & Colegrove Investment Group (CCIG) in terms of our response to the Coronavirus....
By Admin | February 28, 2020
The Coronavirus and How the Press LOVE to Cause a Panic From the press to the quick retreat of our stock markets this week, there’s...
By Admin | August 05, 2019
This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at...
By Admin | July 03, 2019
Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news...
By Admin | June 07, 2019
Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as...
By Admin | May 28, 2019
The Week on Wall Street Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and...
By Admin | March 04, 2021
March 4, 2021 Dear Valued Investor: It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to...
By Admin | February 04, 2021
Dear Valued Investor, “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is...
By Admin | January 13, 2021
GETTING READY FOR THE UPCOMING TAX SEASON This information is not intended to be a substitute for specific individualized tax advice. We recommend that you...
By Admin | January 07, 2021
Dear Valued Investor: Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put...
By Admin | December 03, 2020
Dear Valued Investor: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the...
By Admin | November 09, 2020
Dear Valued Investor: Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight...
By Admin | October 06, 2020
Dear Valued Investor: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back...
By Admin | September 09, 2020
If you have an annuity through Brigthouse (previously MetLife), you may have recently received a rather confusing letter from them. I've linked that letter here...
By Admin | September 08, 2020
September 3, 2020 Dear Valued Investor: Back to school this year will be different. On the one hand, like other years, it marks the end...
By Admin | August 06, 2020
Dear Valued Investor: The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in...
By Admin | July 14, 2020
Dear Valued Investor: We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far...
By Admin | February 25, 2020
Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported...
By Admin | September 07, 2018
This is a good news letter regarding your investment in Hines Global REIT. Recently, you received communication from Hines regarding your REIT. But that letter,...
By Admin | February 09, 2021
If you are reading this article, congratulations! When it comes to filing tax returns, your mantra is: “Git-R-Done,” as Larry the Cable Guy likes to...
By Admin | January 28, 2021
Happy Data Privacy Day The January 28 event promotes best practices for protecting your data. Every January 28, at least 50 countries recognize Data Privacy...
By Admin | January 13, 2021
GETTING READY FOR THE UPCOMING TAX SEASON This information is not intended to be a substitute for specific individualized tax advice. We recommend that you...
By Admin | July 30, 2020
Cases by Jurisdiction Deaths by Juridiction
By Admin | July 22, 2020
Our team has restarted in-office client meetings. And in light of the pandemic, we thought you might want to watch a video in regards to...
By Admin | April 08, 2020
I want to start off this letter by saying thank you. Thank you for the continued trust you place in our practice. And thank you...
By Admin | March 16, 2020
When I was a kid growing up, the innocence of Saturday morning included my favorite TV show: The Superfriends. And my favorite superhero was none...
By Admin | February 28, 2020
The Coronavirus and How the Press LOVE to Cause a Panic From the press to the quick retreat of our stock markets this week, there’s...
By Admin | February 25, 2020
Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported...
By Admin | January 31, 2020
As a former teacher, I’m honored to have the opportunity to serve many teachers as clients. From public school teachers, to private school teachers, and...
By Admin | June 19, 2019
What is a Fixed Annuity? A fixed annuity is an insurance product designed to provide investors with principal protection, a fixed rate of interest, and...
By Admin | June 12, 2019
A 401(k) plan is a retirement savings plan that is sponsored by an employer. It has grown quite popular in the United States, with over...
By Admin | June 12, 2019
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools...
By Admin | June 11, 2019
Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to...
By Admin | August 26, 2018
Following the tragedy of September 11, 2001, our U.S. military has been continuously engaged in the war on terror to defend the freedom of its...
By Admin | June 19, 2019
What is a Fixed Annuity? A fixed annuity is an insurance product designed to provide investors with principal protection, a fixed rate of interest, and...
By Admin | June 12, 2019
A 401(k) plan is a retirement savings plan that is sponsored by an employer. It has grown quite popular in the United States, with over...
By Admin | June 12, 2019
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools...
By Admin | June 11, 2019
Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to...
By Admin | June 07, 2019
Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as...
By Admin | September 18, 2018
In this month’s blog, I’ll discuss some of the major headlines that influenced markets in August. I will also provide insight into what these developments...
By Admin | August 26, 2018
Today, I was referred to talk with a client’s mother. As they say in the movies, to “protect the innocent,” we will give her a...
By Admin | August 26, 2018
I recently had the opportunity to teach one class of my daughter’s 6th grade math class. Wesleyan School was kind enough to invite parents who...
By Admin | March 05, 2018
Monday, March 5, 2018 Calder & Colegrove Investment Group ranked No. 9 on 2018 University of Georgia Bulldog 100 list Athens, Ga. – Calder &...
