FSA « Atlanta Planning Guys

Posts Tagged ‘FSA’

Jumpstart 2010

Monday, January 4th, 2010 by Charles Mayfield, CFP®

Happy New Year to everyone! As we are busy hanging up our new calendars, let's take a moment to cover some basic 'early year' strategies and action steps that can get ... more »

Tags: 401k, books & records, Contributing to a 401(k), Flexible Spending Accounts, FSA, Health savings accounts, HSA, income tax deductions, Organization, Roth 2010, Roth conversion, Roth IRA, tax planning, Tax strategies
Posted in Financial Planning, Investments | No Comments »

Those Last Minute Items

Thursday, December 17th, 2009 by Charles Mayfield, CFP®

No, I'm not talking about shopping for presents. Hopefully, you have already knocked out all of your trips to the stores. However, there are other matters which should be handled before ... more »

Tags: "use it or lose it", 401(k) catch-up contributions, Charitable Giving, Flexible Spending Accounts, FSA, gifting, Year-End checklist
Posted in Financial Planning | No Comments »

Financial Planning offered through Chappell Financial Group, a Registered Investment Advisor

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

CFP® & CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The opinions voiced in this material are for informational purposes only and are not intended to be specific advice for any individual. Stock investing involves risk including loss of principal. To determine which investment(s) may be appropriate for you, please consult a financial advisor on your specific situation prior to investing. All performance referenced is historical and is not a guarantee of future results.

These articles are historical and based on information that was current at the time of initial print. They contain information that has changed. Staff and business names may have changed. We now offer financial planning through Chappell Financial Group, A Registered Investment Advisor and separate entity from LPL Financial.

Nothing stated herein is intended to be tax or legal advice and is for informational purposes only. Please consult a tax and/or legal professional on your specific situation.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investment products and services available only to residents of: Georgia (GA), Alabama (AL), Florida (FL), Indiana (IN), Missouri (MO), New Jersey (NJ), New York (NY), Ohio (OH), Texas (TX), and Tennessee (TN).

We are licensed to sell insurance products in the following states: Georgia (GA), Colorado (CO), Florida (FL), Minnesota (MN), Ohio (OH), South Carolina (SC), and Tennessee (TN).

If you are not a resident of any of the above listed states, please exit this website.

Blog design by AirTight Design
Entries (RSS) and Comments (RSS).

-->