Blog
The "Augusta Rule" Explained
Ahh... Spring, Pollen, Taxes, and The Masters. Some of these notable Spring attributes actually pair together more nicely than you may think in a little known exemption in the tax code that many refer to as "The Augusta Rule."
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Wolfe named a Forbes Best-in-State Financial Security Professional for 2025
Reagan H. Wolfe, ChFC®, CLU®, CExP™, was named as a 2025 Forbes “Best-in-State” Financial Security Professional in Georgia, where he is ranked #12.
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Wolfe named a Forbes Best-in-State Financial Security Professional
FOR IMMEDIATE RELEASE: 7/10/24 Wolfe named as a Forbes Best-in-State Financial Security Professional. He is ranked #14 in the state of Georgia for 2024.
Read MoreNavigating the Landscape of Child Savings: A Comparison of Savings Vehicles
Over the years, I've worked with many parents who are anxious to start saving for their child's future. It's very reasonable to start thinking about this even from the first positive pregnancy test. A common response I have is to...
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What is Your Everest?
Two months ago, I completed my second 29029 at Snow King Mountain in Jackson Hole, WY. I’ve had a lot of time to reflect on what happened during those 36 hours. It’s hard to process it all and put it into words, but...
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Think Big Picture: Football and Finance
For those who know me fairly well, you know that I'm a big Georgia Football fan. Now, there are a lot of people that can say they're a "big" Georgia Football fan, but to give you some background… I attended my first game when I was 2...
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What Should You Invest In?
Over the years, I’ve had lots of people ask me: Where are you putting your client's money? Or, what investments are you recommending?... What they're referring to is the investment product or vehicle I'm recommending. However, the best...
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