Kevin R. Myers

4406 Avalon Blvd. Alpharetta, GA 30009

Office:  678-401-6102
Mobile: 404-788-3539
Fax:      678-398-9063
Email:   kevin.myers@dynasty-wealth-management.com

File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

Welcome! Thank you for visiting us on line.

If you ever have questions about your wealth management plan, retirement savings or 401k plan, stock and bond, ETF and mutual fund portfolio, health, life or disability insurance, or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.

Contact me today.

Helpful Content

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

File-and-Suspend, Suspended

Changes are coming to Social Security on May 1st, 2016.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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