Independent Ideas, Professional Advice, Trusted Advisors.
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Wiregrass, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The tax rules that govern donating art are complex and confusing. Take a closer look.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
An inside look at how marginal income tax brackets work.
Don't let procrastination keep you from pursuing your financial dreams and goals.
These food myths will really put a drain on your wallet.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
That big list of dreams and goals isn't the only way to look at your bucket list.