1200 Shadowlawn Drive
St Marys, GA 31558
St Marys, GA 31558
Phone:
- (912) 882-1040
Fax:
- (912) 882-5770
E-mail:
Newsletters
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
-
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.