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Life Defined Series – Brookwood in Georgetown (BiG)

Blog

Life Defined Series – Brookwood in Georgetown (BiG)

Published by Robert W. Huntley, CFP®, CHFC® and Sidney Meriweather A life invested in something bigger than self is where true wealth is found. At Wise Counsel, we want to educate and inspire our clients to “Connect Wealth with Purpose.” We call our planning process “Wealth Designed. Life Defined.” These words are packed with meaning for our team, and they inspired us to launch the “Life Defined” series of client events and profiles. I’ve observed that in life, a person’s greatest pain often becomes their greatest passion. Each person is born with God-given abilities and passions. Sometimes circumstances take us to the...read the full article

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December Monthly Newsletter: Tax Reform and Year-End Planning

Monthly Newsletters

December Monthly Newsletter: Tax Reform and Year-End Planning

After several last-minute changes, the Senate voted 51-49 in the early hours of Saturday morning[1] to pass their version of tax reform. Only one Republican, Tennessee Senator Bob Corker, voted against the bill, concerned about the $1 trillion or more in budget deficits the plan is expected to create.[2] President Trump has been adamant about his desire to sign a final bill before Christmas. While we’re not quite there yet, the Senate’s vote Saturday morning crossed one potential roadblock and has made some form of tax reform by Christmas much more likely.

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Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

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Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

Published by Scott Ford, Member of the Investment Committee for Carson Group Partners Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted that by 2050 that number will rise to 1 million.[1] People are living longer than ever before, and this plays a significant role in how you plan for your retirement.

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November Monthly Newsletter – Tax Cuts and Jobs Act

Monthly Newsletters

November Monthly Newsletter – Tax Cuts and Jobs Act

Last Thursday House GOP leaders unveiled the Tax Cuts and Jobs Act (TCJA), a tax plan that proposes a broad overhaul to the corporate and individual tax system, building from the framework announced in September by the White House and House GOP leaders. The TCJA proposes to create more jobs, grow paychecks and bring fairer taxes to American families.[1]  

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Financial Planning is for Everyone

Blog

Financial Planning is for Everyone

Published by Beth Schanou Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy.

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Hurricane Harvey Fallout – 3 Key Planning Areas Following Flood Damage

Blog

Hurricane Harvey Fallout – 3 Key Planning Areas Following Flood Damage

Published by Robert W. Huntley, CFP®, CHFC® When your home has 8 feet of water in it for a week, you’ve got questions; lots of questions.

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Get creative: How to boost your message to prospects

Videos

Get creative: How to boost your message to prospects

Communicating with prospects can be difficult. What are some creative ways that you can enhance your messaging? Bob Huntley offers some ideas to InvestmentNews.

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Hurricane Tax Relief

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Hurricane Tax Relief

Published by Robert W. Huntley, CFP®, CHFC and Angela Washburn, CPA The IRS has provided tax relief measures in the wake of the recent hurricanes.  Local Georgetown acquaintance and CPA professional Angela Washburn sheds light on those processes.

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October Monthly Newsletter: Medicare Open Enrollment

Monthly Newsletters

October Monthly Newsletter: Medicare Open Enrollment

Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage.

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Natural Disaster Mortgage Options

Blog

Natural Disaster Mortgage Options

Published by Robert W. Huntley, CFP®, CHFC and Lori Anderson Many people are dealing with losses and looming repair expenses from hurricane Harvey and Irma. That leads to questions about loan options. We asked local expert Lori Anderson with Georgetown Mortgage to explain the options in this blog.

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