80s

20 Second Advisor: Why It’s Easy to Retire in GA.

By Thad Gilliam, CFA, CFP® | February 19, 2020 |

Retiring takes a lot of hard work, saving, and discipline. However, if you chose to retire in Georgia, there are some great tax benefits that make the transition to retirement a little cheaper and easier. Here are the main benefits of retiring in GA: GA Retirement Income Exclusion: This allows GA taxpayers (age 65 and…

Retirees Have Less Satisfaction in Retirement

By Thad Gilliam, CFA, CFP® | June 9, 2017 |

I thought this USA Today article was interesting. It reviews a study that shows retirees are less satisfied today than they were in the past (1998-2012). A few key takeaways: 95% of retirees prefer to spend their money on experiences instead of things. Money isn’t everything, but retirees with more money reported having more satisfaction in…