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.
Cool off with a fun kayak tour hosted by Cole Watkins Tours
Cool off with a fun kayak tour hosted by Cole Watkins Tours If you're looking to experience an outdoors event with the family and you love the water, a kayak tour may be the answer. Whether you're a novice kayaker or a professional, Cole Watkins will take you on an...
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...
Here’s where I bonds may work in your portfolio, according to financial advisors
Here’s where I bonds may work in your portfolio, according to financial advisors I bonds are currently paying 9.62% annual interest through this October, presenting an opportunity for investors with a range of goals, according to financial experts.These assets, backed...
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....
Mother’s Day Spending Will Reach $32 Billion, Here’s What Moms Want
Mother’s Day spending is expected to total $31.7 billion this year, up 13% from 2021 according to the annual consumer survey released by the National Retail Federation (NRF) and Prosper Insights & Analytics. Approximately 84% of U.S. adults are expected to...
The New York Times: Elon Musk’s buyout of Twitter is a big financial risk
With his $44 billion deal to take Twitter private, The Times’s Anupreeta Das and Lauren Hirsch write, Elon Musk is departing from the traditional private equity playbook. He’s putting up far more of his own money than is usual in such a deal, about three quarters of...
Christmas Chaos: Shipping Delays Mean Santa Might Be Late This Year
Transportation delays make delivering in time for the holidays a costly headache for this big seller of festive decorations By Alistair MacDonald The Wall Street Journal Updated Sept. 24, 2021 12:39 pm ET Klaus Müller-Blech is sending Christmas to Gettysburg, Pa., in...
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.