Optimal Wealth Strategies
1223 George C. Wilson Dr.
Augusta, Georgia 30909


What’s in the News

Find out what is going on in the world of financial planning. We direct you to resources that will help you with your goals.

Five takeaways from Biden’s inflation plan

Ahead of a Tuesday meeting with Federal Reserve Chairman Jerome Powell, President Biden laid out a plan in a Wall Street Journal op-ed to fight inflation levels that are topping 8 percent annually and reaching nearly 40-year highs. Biden has said that bringing down...

The Best Self-Employed Retirement Plans of 2022

Anyone who earns income can open an IRA, self-employed or not. Individual retirement accounts come in two flavors: the Traditional IRA, which offers an up-front tax break; and the Roth IRA, which provides tax-free income in retirement. IRA contributions are not...

Want to set yourself up for a secure retirement?

Many people worry about having enough money to live on during retirement. And that's an understandable fear. Living costs have been soaring lately due to inflation. While the increases we've seen have been extreme, the reality is that expenses tend to rise over time....

When It Makes Sense to Review Your Will

Estate plans should get a second look amid any significant financial changes in your life or changes in estate-tax law By Glenn Ruffenach Feb. 13, 2020 10:45 am ET How often do you recommend we should review or consider revising our estate plans/wills? A good rule of...

When to Buy Now, Pay Later, and When to Just Pay Now

For those who choose to pay in installments, make sure to read the fine print By J.J McCorvey Sept. 18, 2021 5:30 am ET Digital buy now, pay later services are surging in popularity. While they offer consumers appetizing convenience, these services also leave some...

Investment Advisory services provided by individuals as investment advisory representatives of Motiv8 Investments, LLC, a registered investment adviser.  Motiv8 Investments does not provide insurance, tax, or estate planning services.  Such services, if provided, are provided by individuals affiliated with Motiv8 Investments in their separately licensed capacities.