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Document Retention

Is your garage overflowing with bank statements and paid bills from ten years ago?  Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded?  Are you wanting to finally get control of your documents?

401(k) vs. IRA

As the go-to investment option for most companies and their employees, 401(k) plans provide many benefits to plan participants, including deferment of taxes, the likelihood of an employer match, and a high maximum allowable for annual contributions.  But for those that are self-employed, or whose employer does not offer a 401(k), a traditional or Roth IRA is an option.

Best Tax Friendly Places to Live for Retirees

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.

Infographic: Saving for Your Child's School

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A Summary of 2018 Tax Changes

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

Informed Donating

The U.S is considered the most generous country in the world, with two-thirds of Americans giving to charities annually. And this number continues to grow, with giving levels increasing every year since 2009.

Anthem Blue Cross Blue Shield of Georgia Has Taken Piedmont Healthcare Out of its Network

Beginning April 1, 2018, all care provided by Piedmont Healthcare will be considered out-of-network for all Anthem Blue Cross Blue Shield of Georgia plans, with the exception of Piedmont Rockdale and Piedmont Columbus Regional.  If you are currently a Blue Cross member please visit

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  • Coming Soon: New Medicare ID Cards

    The Centers for Medicare & Medicaid Services (CMS) are removing the Social Security Number (SSN)-based Health Insurance Claim Number (HICN) from Medicare ID cards to help prevent fraud and fight identity theft. Instead of being based on a beneficiary's Social Security number, each Medicare number will be an individually generated combination of letters and numbers.

    Pay Yourself First - The Holy Grail of Personal Finance

    Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

    Is 'Freedom 55' an Option Anymore?

    Have you ever stopped to wonder why 60 is considered retirement age? Some public services - like the police force in certain countries - require you to stop working at 60.

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