Blog
We want our clients and community to be updated on the current financial environment. We will use this Blog to share our insights.
What's in the New Stimulus Package?
The latest COVID-19 relief bill officially called the "Consolidated Appropriations Act, 2021" has officially been signed into law. With a length nearing 5,600 pages, there is a lot to take in. Here are some highlights...
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Special $300 tax deduction helps most people give to charity this year
The Internal Revenue Service reminded taxpayers of a special new provision that will allow more people to easily deduct up to $300 in donations to qualifying charities this year. Following special tax law changes made earlier this year...
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Election 2020: A Dose of Patience
Election season has prompted some people to reconsider their investment strategy. In fact, 45% of consumers with $100,000 or more investable assets were expected to make changes to their portfolio due to the 2020 presidential election...
Read MoreElection 2020: Economic Issues at the Center of Attention
The economy was the top issue for voters in 2020. Voters' top three economic concerns included: international trade, corporate taxes and climate change. Allow us to explain how Trump and Biden influence these areas of concern.
Read MoreHealthcare and college bound kids
As parents and students prepare for college this fall, we want to share two documents to keep in mind: a Heath Care Proxy and FERPA waiver. 1) A Health Care Proxy gives parents of children 18 years or older health care information...
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Q2 2020 Market Update
Deanna emphasizes the importance of matching your investment portfolio with your TOLERANCE FOR RISK.
Read MoreMortgage Relief Options
There are mortgage relief options if you have been financially impacted by the COVID 19 pandemic.
Read MoreBe Present in Your Life
"The most important task that I have every day is to embrace each and every moment (good or bad) knowing that I'm safe and secure and my happiness comes from within."
Read MoreShould I Refinance?
Kate goes over how the current market trends might impact refinancing your mortgage rate.
Read MoreRoth Conversion: Does it Make Sense for Me?
Matt explains what a Roth IRA is and when it would make sense to convert a traditional IRA to a Roth IRA.
Read MoreDaily Routine Challenge
Now that everything has been completely turned up-side down with COVID-19, Deanna encourages you to create a daily routine to help return some normalcy into your life.
Read MoreStimulus Check Scams
Matt explains the stimulus payments and what to watch out for to prevent being defrauded in these trying times.
Read MoreSurrounded By Experts
Deanna talks about the research that we do at TimeWise Financial to decide what investments to include in our portfolio during volatile market conditions.
Read MoreCycle of Market Emotions
The markets can affect how you feel. Having an understanding of the role emotions can play in the market cycle can help you avoid making decisions based on feelings that my trigger an impulse to buy or sell at the wrong time.
Read MoreWhy We Shouldn't Worry
Matt talks about why we should not worry about what we are constantly seeing on the news every day.
Read MoreStay Strong, Stay the Course and Stay Optimistic
We are introducing a video series for our clients and community on how to stay strong, stay the course and stay optimistic during the uncertainty of the Coronavirus outbreak.
Read MoreElite Retreat, Press Release
Below is a Press Release from the Elite Retreat I qualified to attend with other advisors in order to expand my knowledge and share creativity.Deanna LaRue, a financial services professional in Woodstock, Ga, recently attended the...
Read MoreInvestment Management
Overwhelmed by the sheer volume of investment information out there? You’re not alone. Watch this Investment Management video for an overview of how I, Deanna LaRue, your HD Vest Advisor approach the investment conversation and...
Read More8 Wealth Management Issues
Time Wise Financial, LLC will be sharing a new video every Thursday. To start we will be sharing the commonly found 8 Wealth Management Issues. These videos will help any and everyone to better understand all the aspects of financial...
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