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1920 GA Highway 81 SW
Loganville, GA 30052

Acuff Financial Services

(770) 554-8344

 
Your Wealth Management Team Ready for Retirement? The Facts About Income Tax Perception vs. Reality

Welcome to Acuff Financial Services

Acuff Financial Services is a comprehensive financial services firm committed to helping you pursue long-term financial success. With expertise in tax, accounting, and wealth management we offer customized programs that are designed to seek growth, and potentially conserve your wealth by delivering an unprecedented level of personalized service.

As today's economic, financial and tax landscapes become increasingly complex, a comprehensive approach to financial planning and investment management - one that considers your entire financial picture - can lead to clearer more confident financial decisions.  That's because every financial decision, from your investment choices to financing a home, saving for retirement, funding a child's education, planning your legacy, or business planning - also carry important tax implications.  Making financial decisions that ignore important components of your overall financial picture can lead to unintended consequences and ineffective outcomes.   

Whether you’re facing retirement, starting a business, have accounting and management needs—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk comfort zone. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Investment services are offered by Perry Acuff and Alan Bradford through their affiliation with HD Vest Investment ServicesSM. Financial planning services are offered by Perry Acuff through his affiliation with HD Vest Advisory ServicesSM.

Helpful Content

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

4 Reasons for the Return of Market Volatility

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

 

Building Your Legacy

A four-step framework for building a personal legacy.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

12 Things to do Before the Ball Drops

The year’s end is the perfect time to do these 12 things.

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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