ARGI Insights

Group Life for a Growing Business?

March 4th, 2021

As companies grow and add employees, they also add employee benefits. Retirement and medical plans can be provided, but what about group life insurance? Group life on the menu? Owner-operators know that group life coverage can help attract excellent workers, but some are anxious about the cost and suspect they are just “small fish” to Read more

Preparing for the Loss of a Spouse

February 25th, 2021

You can never truly be prepared for when a spouse or partner passes away. There are so many decisions that need to made, all while dealing with a surge of emotions. Once you’re ready, our advisors are here to help guide you in considerations and decisions throughout the process.     IMMEDIATE CONCERNS  There are some items that need to be addressed as soon as Read more

1099 Forms

February 18th, 2021

What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee as well as the I.R.S. Who might be sending 1099s? Clients send their contractors 1099s, recording work performed. Banks send 1099s to reflect Read more

inherited IRA

What legacy are you leaving?

February 11th, 2021

Merriam-Webster provides two definitions of the word “legacy”:   A gift by will, especially of money or other personal property Something transmitted by or received from an ancestor or predecessor or from the past   Thinking about your legacy can feel daunting.  How do you want to be remembered?  What will you leave for others, Read more

Managing Money as a Couple

February 9th, 2021

When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. At some point, you will have to ask yourselves some money questions—questions that pertain not only to your shared finances Read more

Tax Filing Season Is a Little Later This Year

February 2nd, 2021

Recently, the Internal Revenue Service (I.R.S.) announced that tax season will start a little later than usual. This year the I.R.S. will begin accepting and processing 2020 tax returns on Friday, February 12, 2021. In light of the December 27 tax law changes which brought a second round of Economic Impact Payments and other benefits Read more

Building Wealth Through Benefits

January 28th, 2021

Financial benefits offered by your company may not initially seem so black and white. Most employees may be generally familiar with their health insurance and retirement plan offerings, but they may be overlooking other benefits that could help them save, or protect them from the financial impact of an accident or illness. Here are some Read more

Earnings Season Gets Underway

January 26th, 2021

Every few months, you may hear the phrase “earnings season” as you listen to financial news. But what exactly is “earnings season,” and why is it important to Wall Street? Earnings season is the time when a majority of publicly traded companies release their quarterly financial reports. Companies often go into great detail about their Read more

Retiring On Time

January 21st, 2021

What does “retiring on time” mean? For us, it means retiring on your own terms – being comfortable and confident about when you start your next chapter of life. When looking to retire on time there are lots of things to think about, and it’s a very personal decision that only you can make. There are questions you must consider to be able to support Read more

Financial Wellness During Times of Transition

January 14th, 2021

Market volatility, economic strains, and various other factors caused by the pandemic have resulted in workforce restructure and reductions for companies across the nation. And for many, payroll is the biggest expense on the books, so it’s natural that businesses looking to cut costs tend to focus on reducing their workforce.   Still, downsizing is Read more

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Atlanta, GA 30339

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