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TYPE OF ISSUE: LIFE INSURANCE

Posted on: 20 Oct 2017

Market Overview: Fourth Quarter 2014

Posted on: 19 Oct 2017

The U.S. stock market had a volatile fourth quarter of 2014, swooning almost 10% during the first half of October…

TYPE OF ISSUE: FINANCIAL PLANNING

Posted on: 18 Oct 2017

TYPE OF ISSUE: 401(K) PLAN NEEDED CUSTOMIZATION AND INCREASED PARTICIPATION

Posted on: 16 Oct 2017

TYPE OF ISSUE: INVESTMENT MANAGEMENT

Posted on: 14 Oct 2017

TYPE OF ISSUE: FINANCIAL PLANNING

Posted on: 12 Oct 2017

Recently, a woman in the early stages of a divorce was referred to us by her attorney. The couple had been married almost 20 years and had amassed significant wealth, possessions and some debt. Although she had worked after their children went to college, her employment was not the primary source of income for the couple. She had not been involved in the family’s financial planning or investment decisions and was unsure of next steps. She needed advice and guidance from her entire team of advisors to ensure that she received a fair settlement that would provide a secure income for her.

Definitions of MAGI and AMT

Posted on: 16 Mar 2017

Modified Adjusted Gross Income (MAGI) is used to determine whether an individual qualifies for certain tax deductions, for example, how much…

Are we the right fit for you?

Posted on: 16 Jul 2016

Choosing a wealth management advisor can be challenging. There are so many things to consider to determine who is the…

A SHARP Success: SHWM Awards Scholarships

Posted on: 31 May 2016

Smith & Howard Wealth Management recently wrapped up its inaugural Smith & Howard’s Advancement of Rising Professionals (SHARP) program. We accepted 22 students into this year’s program, and at the end of the day, we weren’t sure who learned more—the students or us!

Does The New Budget Deal Affect Your Social Security Strategy?

Posted on: 28 Jan 2016

Late 2015 saw legislation passed that included the phase out of a lesser known Social Security claiming strategy called “File & Suspend/Restricted Spousal Application.”