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January 22, 2019

If you want to buy a home with your partner, you may be able to qualify for a larger mortgage than if one partner alone applied for the loan.

However, be aware that unmarried partners have some unique considerations that married couples don't have. The laws dealing with...

January 11, 2019

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record...

April 12, 2018

What is a cash reserve?

A cash reserve is a pool of funds (and sometimes credit) that you hold in a readily available form to meet emergency and other highly urgent, short-term needs. Sometimes, it is referred to as an emergency or contingency fund.

Caution: Terminology...

April 6, 2018

Even before your children can count, they already know something about money: it's what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money, start teaching...

February 16, 2018

Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're self-employed, you'll need to pay your own FICA taxes and take charge of your own retirement plan, among other...

February 5, 2018

Whether you inherited a large holding, exercised options to buy your company's stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries unique challenges. Even...

February 2, 2018

How do you cut costs if you're spending too much?

No matter how tightly you try to control your spending or how strictly you follow your spending plan, at some point you are likely to wonder how you can cut costs. In order to find out how to cut costs, you first need to...

January 31, 2018

The income tax benefits offered by 529 plans make these plans attractive to parents (and others) interested in saving for college. Qualified withdrawals from a 529 plan are tax free at the federal level, and some states also offer tax breaks to their residents. It's im...

January 3, 2018


Money Management


Credit Repair

Retirement Planning


Jason Culp, CFP®

Private Wealth Manager

Pragmatic Financial Strategies, Inc

Saturday, January 6, 2018

2:45 pm - 4:45 pm

6821 Church Street

Lithonia, GA 30058

"free and open to the public"

December 20, 2017

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-...

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April 12, 2018

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Members of the Military: Personal Financial Planning

December 9, 2017

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