The Bookkeeper 7805 Waters Ave Suite 9B Savannah, GA 31406

7805 WATERS AVE
SUITE 9-B
SAVANNAH, GA 31406

HOURS OF OPERATION
MONDAY - FRIDAY 10AM TO 6PM
SATURDAY BY APPOINTMENT ONLY

(912)354-2205

Financial Planning Articles


A friend and associate of mine (Josh Sprayberry of AG Edwards, a division of Wachovia Securities, LLC) has agreed to create an ongoing column for current topics related to financial planning. Please check this page often for updates and new articles on financial planning as the are submitted.

  • The Building Blocks of an Investment Portfolio
    Opening a savings account with your local bank may provide an easy way to put money away for safekeeping, but the thought of doing more can be tempting. While your money will earn a small rate of interest with a savings account, you may want to consider an “investing” program that can potentially earn more from the money you put away.Read the Rest...


  • Economy, Not Election, Drives the Stock Market
    As we get closer to the upcoming presidential election, you may see or hear news stories about how the stock market behaves in an election year. As a result, you might be tempted to start thinking about how to rearrange or even change your investment strategy around this time.Read the Rest...


  • Maintain a Diversified Portfolio Even In Turbulent Times
    While it is always important to maintain a diversified portfolio, it is especially vital to remain diversified during volatile market conditions. As an investor, you should be careful not to get caught up in any panic selling and should maintain your focus on long-term goals. Read the Rest...


  • Estate Planning is not Just for the Rich and Famous
    If you’re like most people, you think estate planning is only for the wealthy. The truth is that everyone — regardless of how much money they have — needs an estate plan. Here are a few frequently asked questions about estate planning, along with the answers that may help you better understand this subject:Read the Rest...


  • Getting Back to the Basics of Investing
    In the world of investments today, there seems to be an endless array of strategies and game plans designed to help you make the most of your investment dollars. With all the options available, you could very easily become overwhelmed. Interestingly, however, while there are always new ideas to consider, it’s often better to stick to the basics when seeking consistent results.Read the Rest...


  • Concerns about Retirement and Strategies to Help
    You’ve saved and sacrificed to build your portfolio, now it ’s time your portfolio worked for you. These days, however, investing for retirement isn ’t as simple as stashing your life savings in a CD or Treasury bond and living off the interest. Longer life expectancies and earlier retirement age means you may need your income to last you as long as 30 years or more.
    Read the Rest...

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