Key Points Taxes suck but they don’t have to suck as bad if you’re smart. Taxes are one of life’s certainties, and no one likes giving up some of their hard-earned cash. With a thoughtful tax plan for the year and the next 5 years, however, it’s possible to pay less in taxes or receive […]
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The Top 5 Ways Financial Planning Can Help
The Top 5 Ways Financial Planning Can Help
Key Points Most of us know we should spend less than we earn and save whatever we don’t spend. But when it comes to actually doing it, people tend to fall into two different groups: Non-planners typically save when they can, sometimes putting some amount that they’re okay with into their 401k not knowing if […]
Our Founder Was Featured on “Just Peachie” to talk about how to combat inflation
Our Founder Was Featured on “Just Peachie” to talk about how to combat inflation
Key Points Just Peachie Show is a show where Peach Insurance Services, LLC’s Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food […]
Our Perspective On The Recent Stock Market Volatility
Our Perspective On The Recent Stock Market Volatility
Market volatility can be difficult for investors to endure. Learn more about what market volatility is and how it could affect your portfolio. Key Points Few things make investors worry like the stock market falling 20%. We’ve had clients tell us that they’d rather get in a car crash than see their portfolios drop that […]
How to Save For Your Future In a Tax-Efficient Way
How to Save For Your Future In a Tax-Efficient Way
Key Points Are you saving for your future in the most tax-efficient way, possible? If you haven’t heard of a Roth IRA, it’s likely that you probably aren’t. The most common response we get when we tell people they need to save more for retirement is: “I know, I know. I’ve just got all these […]
Income generation; should it really be what retirees focus on?
Income generation; should it really be what retirees focus on?
Key Points Introduction Retirees everywhere have been sold on the idea that income generation is what they should be focused on as they make their transition out of the work force. As a financial planner, I hear retirees talking all the time about things like a 100% bond portfolio, investing the bulk of their life […]