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Blog

Tax Planning Woodstock GA

Comprehensive Tax Planning Strategies by Shepherd Financial When it comes to managing your taxes effectively, proactive planning is the cornerstone of financial success.  At Shepherd

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Newsletter

April 2023 Newsletter

April, 2023 / Lee Hyde, CFP® tax refunds We are past the April filing deadline so at this point you’ve hopefully done one of two

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Secure Act 2.0
Monthly Minute

Monthly Minute – March 2023

SECURE Act 2.0 On December 23, 2022, Congress passed the Securing a Strong Retirement Act of 2022 (Secure 2.0) as part of the Consolidated Appropriations

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New Year, New You
Newsletter

January 2023 Newsletter

New year, new you The new year always seems to bring with it some promise. It’s like a mini-fresh start. Many people come up with

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End-of-Year Checklist
Monthly Minute

Monthly Minute – December 2022

end-of-year Checklist This month we finish up our quarterly conversation around end-of-year planning.   The end of the year is a great time for reflection. It’s

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James I Bond
Monthly Minute

Monthly Minute – November 2022

I Bonds This month we continue our conversation around end of year financial planning by discussing an investment opportunity that has grown in popularity lately,

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Newsletter

October 2022 Newsletter

End of year planning The start of the 4th quarter means that Fall is here.  Fall is my favorite time of year. The weather starts

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Timing the Market VS Time in the Market
Monthly Minute

Monthly Minute – September 2022

Timing the Market VS. Time in the Market This month we wrap up our quarterly discussion by contrasting two very different approaches to investing; timing

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Monthly Minute

Monthly Minute – August 2022

How are Your Investments Taxed? Ever wonder what role taxes play in your investing? Do you know how the accounts you’re investing in are taxed?

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July 2022 Newsletter
Newsletter

July 2022 Newsletter

You Better Behave! As we head into the third quarter of 2022, the stock market continues to frustrate many. The S&P 500 officially hit bear

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Monthly Minute

Monthly Minute – June 2022

Give, Serve, and Be Happy This month we continue our discussion around money, time, and happiness. Is there a way to spend your money and

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Q2 2022 Newsletter
Newsletter

APRIL 2022 NEWSLETTER

Can Money Make You Happy? The Parable of the Mexican Fisherman Have you ever heard this parable? It’s a striking display of two completely different

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Investment Assessment
Monthly Minute

Monthly Minute – February 2022

Investment Assessment Successful investing, in our opinion, is done with a long-term focus. We know there are many ways people choose to invest their money.

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January 2022 Newsletter
Newsletter

January 2022 Newsletter

Blending Hope & Reality Happy New Year! First of all, Happy New Year to everyone! I hope you had a great break and you were

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ThanksGIVING
Monthly Minute

Monthly Minute – November 2021

thanksGIVING This month we continue our discussion on year-end tax planning. With Thanksgiving coming up, we thought we’d dive into giving a little bit more. 

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Monthly Minute - October
Monthly Minute

Monthly Minute – October 2021

Qualified Charitable Distributions Nobody likes paying taxes. At least I haven’t met anyone who does. There is a rule that the IRS has in place

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October 2021 Newsletter
Newsletter

October 2021 Newsletter

Generosity – A Tribute to My Papa What is Generosity? The University of Notre Dame’s “Science of Generosity Project” defines generosity as: “the virtue of

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Umbrella Insurance
Monthly Minute

Monthly Minute – August 2021

Umbrella Insurance Our focus this month is on a specific type of personal liability coverage, umbrella insurance. I’ve found that similar to our topic last

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July Monthly Minute
Monthly Minute

Monthly Minute – July 2021

Updating Beneficiaries This month, take some time to make sure your beneficiary information is correct. This includes your 401(k), any IRAs, and both group and

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