Financial Advice in Valdosta

Bush > Don’t Be Your Own Worst Enemy

Stacy Bush, Valdosta Today Financial Contributor One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.”¹ What Graham understood—and…

Bush > Holding Equities for the Long Term

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with…

Bush > Revising Estate Strategy Assumptions

Stacy Bush, Valdosta Today Financial Contributor  When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years,…

Bush > IRA Withdrawals that Escape the 10%…

Stacy Bush, Valdosta Today Financial Contributor: The reason withdrawals from an Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive…

Bush > Choices for Your 401(k) at a…

Stacy Bush, Valdosta Today Financial Contributor: One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k)…

Bush > Six Steps to Easy Retirment

Chris Beckham, Host, The Morning Drive, Newstalk 105.9 WVGA Stacy Bush from Bush Wealth Management joined The Morning Drive to discuss the six steps you should follow when deciding if you are reading for early…

Bush > Trusted IRA’s

Stacy Bush, Valdosta Today Finance Contributor In a typical IRA, your beneficiary takes control of the IRA assets upon your death. There's nothing to stop your beneficiary from withdrawing all or part of the IRA…

Bush > Unbelievable Tax Deductions

Stacy Bush, Valdosta Today Financial Contributor While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are some examples of deductions…