Business School

Converting a Traditional IRA to a Roth

Converting a Traditional IRA to a Roth

| January 31, 2017 | 0 Comments

Converting is relatively simple. You start by notifying your existing traditional IRA trustee or custodian that you want to convert all or part of your traditional IRA to a Roth IRA, and the custodian/trustee will provide you with the necessary paperwork. You can also open a new Roth IRA at a different financial institution, and […]

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How Grandparents Can Help Grandchildren with College Costs

How Grandparents Can Help Grandchildren with College Costs

| January 20, 2017 | 0 Comments

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades. Helping to pay for a grandchild’s college […]

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Investing as a Couple: Getting to Yes

Investing as a Couple: Getting to Yes

| January 12, 2017 | 0 Comments

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable investing […]

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The Bush Wealth Advantage: The Spending Plan (Budget)

The Bush Wealth Advantage: The Spending Plan (Budget)

| January 5, 2017 | 0 Comments

What Is The Spending Plan? Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term budget. Your spending plan is a tool to help you achieve financial goals that otherwise might seem impossible to reach. It is a way to take charge […]

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New Georgia laws in effect

New Georgia laws in effect

| January 2, 2017 | 0 Comments

ATLANTA – Several pieces of legislation signed into law during 2016 are now in effect throughout Georgia. Students 18 years and older at Georgia’s public colleges and universities can now carry stun guns on campus. The term length of a Georgia driver’s license has been lengthened from five to seven years, and a new license […]

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2017 Tax Planning

2017 Tax Planning

| December 28, 2016 | 0 Comments

As we move into an economy governed by a new president in 2017, tax strategies will inevitably change for future tax years. Fortunately, this past year brought positive trends, such as increased GDP output, unemployment claims at a 43-year low, and more, meaning our next president will inherit a more robust economy. Though we won’t […]

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Six Financial Resolutions for 2017

Six Financial Resolutions for 2017

| December 21, 2016 | 0 Comments

As the end of 2016 approaches, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves. And it’s no […]

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SGMC hosts Love Light candle ceremony

SGMC hosts Love Light candle ceremony

| December 6, 2016 | 0 Comments

VALDOSTA – The holidays are a time to honor and memorialize friends and family. SGMC invites the public to attend its first Love Light candle ceremonies at South Georgia Medical Center in Valdosta, Dec. 8 at 6 pm, and SGMC Lanier Campus in Lakeland, Dec. 13 at 6pm. Ceremonies are held in conjunction with the […]

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Appropriate Checklists for Year-End Tax Planning: Part 2

Appropriate Checklists for Year-End Tax Planning: Part 2

| December 1, 2016 | 0 Comments

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as “Filing Status” or “Employee Matters,” for ease of reading. When year-end approaches, it might be wise to review each suggestion under the categories that may apply to you. Business […]

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Four Actions to Take Now that the Election Is Over

Four Actions to Take Now that the Election Is Over

| November 17, 2016 | 0 Comments

1. Have a Game Plan Having predetermined guidelines that recognize the potential for turbulent times can help prevent emotion from dictating your decisions. For example, you can use diversification to try to offset the risks of certain holdings with those of others. Diversification may not ensure a profit or guarantee against a loss, but it […]

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