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 financial plan.

New Taxes – Part 1

Tax season is nearing, and concern related to the shutdown is in many people’s mind. Currently the IRS has issued a statement they are brining back part of their work force to accept filed tax returns. The IRS has been directed by Congress to pay out refunds from a...

Updates from the IRS

This past tax season the main question I received from my clients was “What will the new tax law change to my tax return next year?” My software was able to give an estimate based on 2017 data however it did not consider companies updating their withholdings half way...

Black Friday and Market Trends

Black Friday came as has Cyber Monday. Black Friday gained its name due to retail stores bringing their budgets into the black due to the massive sales. This amount of spending does wonders for the books of retail stores, but what about the market overall? Since 2000...