Eissman Wealth Management, LLC

Our specialty lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health care planning.

Our philosophy at Eissman Wealth Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. SEVEN-STEP EDUCATIONAL PROCESS Identify lifetime objectives & strategies Understand all your options Determine your risk profile Build your stable allocation model optimize your investment allocations identify tax reduction and catastrophic protection strategies schedule regular periodic reviews "An informed client is a good client." Eissman Wealth Management would be pleased to steer your course toward a lifetime of financial security.

time.com

Giving to Charity From an IRA: What's the Best RMD Strategy?

http://icont.ac/3Uewp

time.com A key question is whether you plan to itemize.

nytimes.com

How to Plan for the Unforeseen

https://www.nytimes.com/…/…/financial-planning-wealthy.html…

nytimes.com The financial effects of unexpected events like death or illness can be blunted or controlled with some preparation, advisers say.

time.com

People on Social Security Will See Their Checks Go Up in 2018

http://icont.ac/3TXXG

time.com It's the largest increase since 2012

dontmesswithtaxes.com

2018 tax rates, income brackets inflation adjustments

http://www.dontmesswithtaxes.com/2017/10/2018-irs-inflation-adjustments-tax-rates-income-tax-brackets.html

dontmesswithtaxes.com This is the first in a 10-part series on the 2018 tax year inflation adjustments. Links to the other posts are at this end of this article. The White House and Congressional Republicans are still hoping to get some tax changes finalized by the end of the year. The IRS, however, isn't waiting on Capi...

fool.com

401(k) Minimum Distributions: What You Need to Know

http://icont.ac/3TDBU

fool.com You can't just leave your money in your 401(k) forever. Here's how 401(k) required minimum distributions work.

Eissman Wealth Management, LLC's cover photo

Eissman Wealth Management, LLC's cover photo

Eissman Wealth Management, LLC

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Location

Telephone

Website

eissmanwealth.com

Address


3459 Acworth Due West Road, Suite121
Acworth, GA
30101

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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