Organization « Atlanta Planning Guys

Posts Tagged ‘Organization’

A Smart Start to the New Year

Monday, January 3rd, 2011 by Charles Mayfield, CFP®

A very Happy New Year to all of our clients, partners, friends and readers! Hopefully the holiday season went off without a hitch. After the champagne glasses and party hats have ... more »

Tags: 401k, 401k mistakes, budgeting, IRA contributions, New Year's Resolutions, Organization, reallocation, Retirement plans, Roth IRA, systematic savings, tax filing
Posted in Financial Planning, Investments | No Comments »

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 »

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