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Global Solutions/Southern Values

McHugh Financial Group, Inc. consistently peruses knowledge on the ever changing global markets with our feet firmly planted in southern values. Honor. Trust. Integrity. These qualities are crucial in your relationship with an advisor.

Investments, taxes, insurance, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. McHugh Financial Group, Inc. is here to help guide you with the pursuit of your financial strategies. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. We use this collective strategy known as total wealth management approach.  Call today:  770.965.4932

Helpful Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Why Do Renters Have to Save More?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

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.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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