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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

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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

 

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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The Facts About Income Tax

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

When Do You Need a Will?

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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