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Feb
20
Gerry's & Woody's (7) Ways To Save On Health Care Costs
GERRY'S AND WOODY'S SEVEN PROVEN METHODS TO SAVE ON HEALTH CARE COSTS 1.  Seek value-oriented health care solutions. Identify health care providers with good records for quality, cost, and safety before primary care is needed. Consider using a primary-care physician ("PCP") or a high-quality urgent care center rather than an emergency room. Ask your PCP for specialist referrals, if needed. Try to be proactive by identifying four types of providers:  a PCP, a specialist(s) for any existing or expected conditions, an urgent care provider, and a full-service hospital.  Your doctor and insurance company should be able to help you identify the best potential options for your situation. 2.  Communicate with health care providers. Let...
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Feb
09
Woody & Gerry's 11 Estate Planning Tips That Apply To Everyone (no matter how large or small your net worth)
WOODY & GERRY’S 11 ESTATE PLANNING TIPS THAT APPLY TO EVERYONE (NO MATTER YOUR NET WORTH) 1. Make a complete and accurate inventory of all assets and their values. 2. Determine the form of ownership of each asset; understand its effect on the transfer of property at death. 3. Verify beneficiary designations on life insurance policies and retirement accounts. 4. Estimate the size of the estate to determine whether estate tax planning is needed. 5. Decide whether certain family members or assets need special protection (minor children, those with special needs, family business). 6. Select beneficiaries and determine what provisions should be made for each. 7. Determine how financial and health care decisions will be made...
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Jan
16
Woody's & Gerry's Top 10 Investing Mistakes To Avoid
Tags: Investing
WOODY & GERRY’S TOP 10 INVESTING MISTAKES TO AVOID ·         Failing to Diversify.  If you have all your money tied up in a single investment and something goes wrong, you will lose all your money.  Too much diversification, however, will result in having too many investments to properly manage. ·         Letting Your Emotions Rule Your Decisions.  The most common mistake made by all investors.  A sure fire recipe for investment return disappointment, if not disaster. ·         Focusing Solely on Past Performance.  Investors usually think that the past performance is a good indicator of future performance but ignoring the fact that best performers can also turn into the losers over a period of time.  Past performance is no guarantee...
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Jan
10
Retirement Vehicle Decision Tree
Here is a link to a 7 step process to help you determine which retirement vehicle is right for you. Do you fund an IRA, a ROTH IRA, 401(k), 401(k) ROTH, SEP Employee, SEP Employer, Defined Benefit Plan, Non-Deductible IRA, etc...?  What are the advantages and dis-advantages to each and why would you fund one over the other? Our simple 7 step decision tree will help make these choices easy for you.  Click here to access:  7 Step Retirement Decision Tree
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Jan
08
6 Tax Savings Strategies That Apply to Everyone
Tags: Taxes
Tune in Sunday, January 12th at 9 am on All News 106.7 FM right here in Atlanta and listen to Gerry & Woody on "The CPA Wealth Advisors Show". This weeks topic is 6 tax efficient strategies that could mean as much as a hundred thousand dollars or more in lifetime income. You won't hear these anywhere else, and they can apply to everyone.
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Jan
04
Three Simple & Actionable Steps to Take Charge of Your Retirement Game Plan in 2014
Tune in  this Sunday, January 5th, 2014, to All News 106.7 from 9 AM to 10 AM and listen to Gerry & Woody, the hosts of "The CPA Wealth Advisors Radio Show" discuss Three Simple & Actionable Steps to Take Charge of Your Retirement Game Plan in 2014. To listen to the show now on the Internet, click here: Three Simple & Actionable Steps to Take Charge of Your Retirement Game Plan in 2014 - Radio Show Link
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Check the background of this financial professional on FINRA's BrokerCheck.