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Social Security
July 25, 2019

Women and Social Security: Do you really know your benefits?

Social Security guidelines for retirement benefits were established all the way back in the 1930’s and were founded on a traditional family situation1. With marriage patterns and caregiving needs constantly evolving, the modern woman could be at a disadvantage if…
David King
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Tax planning
April 18, 2019

Are your Social Security benefits taxable?

The answer is: Yes, sometimes. If you don’t have significant income in retirement besides Social Security benefits, then you probably won’t owe taxes on your benefits. But if you have large amounts saved up in tax-deferred vehicles like 401(k)s, you…
David King
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Tax planning
March 26, 2019

It’s Tax Season for Your 2018 Returns – Will You Owe More?

This year, the deadline to file your income tax returns is April 15, 2019. As of early February of 2019, Time Magazine1 reported that many Americans who had already filed their 2018 taxes were shocked by their lower refunds this…
David King
Love0
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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor; DBA GA Investment Management (“GAIM”). GA Investment Management offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx. GAIM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For additional information about GAIM, including fees and services, request our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest. GAIM does not make representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information contained therein. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Active investment strategies involve risks above average portfolio turnover which will impact the client's capital gains taxes. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Insurance and Tax preparation is offered through Gierl Augustine & Associates, LLC. Our IARs are also independently licensed insurance agents. When acting in this capacity, agents receive commissions for selling insurance and annuity products. The receipt of compensation and other incentive benefits affects the judgment of the agent when recommending insurance products to clients. Clients should be aware that the receipt of commissions and additional compensation itself creates a conflict of interest. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information in this website is not intended to provide specific advice and should not be construed as recommendations for any individual. To determine which investments might be appropriate for you, consult with your financial, tax, or legal professional. GA Investment Management, Inc. does not provide tax or legal advice. Consult your CPA or tax professional for more information.

Our website is provided to you without charge as a convenience and for your information only. By providing access to our website content, we do not warrant nor represent the following:

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