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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Important items to consider when purchasing condo insurance.
When you’re married and have children, insurance needs will be different.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A few strategies that may help you prepare for the cost of higher education.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Around the country, attitudes about retirement are shifting.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.