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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Do your insurance needs stay the same when the nest empties?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Knowing the rules may help you decide when to start benefits.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that home, you invested that money?
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.