Gage Young

Gage Young Financial Representative at Peachtree Planning working with Families, Individuals, and Small Businesses to achieve their personal and unique financial goals.

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Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
06/03/2022

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
06/02/2022

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Some simple, inexpensive energy-saving tips that may help you save money.
05/31/2022

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Retirement may change your perception of investment risk.
05/30/2022

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

10 tips that can head-off marriage money problems.
05/29/2022

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Do your kids have the right stuff for college?
05/28/2022

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
05/27/2022

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

Extended care refers to services needed by those who have a chronic illness or disability.
05/26/2022

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
05/24/2022

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

There are benefits and limitations when using a living trust.
05/23/2022

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
05/22/2022

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

Ever heard of a Roth 401(k)? Would one be right for you?
05/21/2022

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Address

3500 Blue Lake Drive, Suite 220
Birmingham, AL
35243

Telephone

+13347404179

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