We’re excited to announce our website renovations are finally COMPLETE!!!  Click here to take a peek for yourself! We’d love to hear what you think about the new look, and more importantly, if you were able to find the information you were seeking!

Check out our new three-minute video, which briefly explains the advantages of looking at the bigger picture.  Get the answers as to WHY investing your hard-earned money is the best strategy in today’s volatile economy!  Give me the opportunity to provide the you with viable strategies to successfully meet your personal financial goals by calling me at 770.424.8711 or emailing me at gwickham@wickhamservices.com!

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well.  Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed. 

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Will the Estate Tax Stay Repealed for 2010? 

In 2001, a law was passed that gradually phased out the federal estate tax through 2009, and repealed it altogether in 2010. That law, however, “sunsets” or expires in 2011 and reinstates pre-2001 tax law levels (with an exemption of $1 million and a top tax rate of 55%). Since 2001, the economic and political climate in the United States has changed significantly. The federal budget deficit has ballooned, the financial markets have been in turmoil, and most importantly, power has shifted to the Democrats. So, the question is: just how likely is it that 2010 will be an estate tax-free year? (Read More)