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

Coaches A Fruitful Retirement: Your Social Security Benefit Let's Chat From Boats to Brokers

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

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

 

12 Things to do Before the Ball Drops

The year’s end is the perfect time to do these 12 things.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Should I Pay Off Debt or Invest?

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

What Can a Million Dollars Buy You?

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

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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