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Register Now for Retirement Planning Today®!

Registration is now open for Retirement Planning Today® in two Metro Atlanta locations. What: An educational course for adults ages 50 to 70. When & where: Dunwoody Thursdays, February 9th and 16th from 6:15 pm – 9:15 pm. Saturdays, February 18th and 25th from 9 am – noon. Norcross Thursdays, March 1st and 8th from [...]

A Prime Time to Refinance

Interest rates on 15-year fixed mortgages are near record lows. Presented by Peter Miralles, CFP®CIMA®CLU Mortgages have become even cheaper. This summer, economists and real estate industry analysts looked at skidding Treasury yields and wondered just how much further interest rates on home loans could fall. The answer: perhaps even further. On November 17, interest [...]

Budgeting for Retirement

It only makes sense – yet many retirees live without one. Presented by Peter Miralles, CFP®CIMA®CLU You won’t be able to withdraw an unlimited amount of money in retirement. So a retirement budget is a necessity. Some retirees forego one, only to regret it later. Run the numbers before you retire. Often people need about [...]

The Super Committee’s Epic Fail

What might this mean for the economy & the markets? Presented by Peter Miralles, CFP®CIMA®CLU Congress punts on third down. Unable to reach consensus, the Congressional super committee of 12 offered America a disappointing result Monday. Panel co-chairs Rep. Jeb Hensarling (R-TX) and Sen. Patty Murray (D-WA) announced that “it will not be possible to [...]

The Year in Review: A Look Back at 2011 Thus Far

THE YEAR IN REVIEW Debt crises held stocks in check in 2011. Provided by Peter Miralles, CFP®CIMA®CLU A tumultuous year for stocks. As 2011 winds up, many investors are more concerned with return of capital than return on capital. That is understandable; Wall Street faced some powerful headwinds this year. With little policy momentum to [...]

2011 Year-End Tax Guide Part III

2011 “Stretch Drive” Tax Guide Year-End Tax Moves to Consider Provided by Peter Miralles, CFP®CIMA®CLU How would you like to save hundreds or even thousands on your 2011 federal tax return? Some year-end moves might allow you to do just that. The fourth quarter of 2011 is passing by quickly and taxpayers now find themselves [...]

2011 Year-End Tax Guide Part II

2011 “Stretch Drive” Tax Guide Year-End Tax Moves to Consider Provided by Peter Miralles, CFP®CIMA®CLU How would you like to save hundreds or even thousands on your 2011 federal tax return? Some year-end moves might allow you to do just that. The fourth quarter of 2011 is passing by quickly and taxpayers now find themselves [...]

2011 Year-End Tax Guide Part I

2011 “Stretch Drive” Tax Guide Year-End Tax Moves to Consider Provided by Peter Miralles, CFP®CIMA®CLU How would you like to save hundreds or even thousands on your 2011 federal tax return? Some year-end moves might allow you to do just that. The fourth quarter of 2011 is passing by quickly and taxpayers now find themselves [...]

The Latest on Social Security

Benefits increase for 2012. Ideas for reform are numerous. Presented by Peter Miralles, CFP®CIMA®CLU Social Security gets its first COLA since 2009. As moderate inflation has made a comeback, the federal government has decided to boost Social Security benefits by 3.6% for 2012. This means an average increase of $39 per month for 55 million [...]

Donor Advised Funds

A way to give without a great deal of bureaucracy. Presented by Peter Miralles, CFP®CIMA®CLU So, you’d like to make some major charitable contributions, but you don’t want to create a family foundation – with its paperwork and management commitment and the possibility of squabbles. Is there an alternative? Yes, there is. You could consider [...]

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    NASDAQ2816.55  chart+11.27
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