Understanding Today’s Financial Environment
Welcome, I’m Gary Lutrick, a financial professional in Dunwoody, Georgia. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 404-303-9994.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
Even low inflation rates over an extended period of time can impact your finances in retirement.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
There’s a link between debt and stress.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are Real Estate Investment Trusts right for your portfolio?
Understanding the cycle of investing may help you avoid easy pitfalls.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Three things to consider before dipping into retirement savings to pay for college.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.