Magellan Planning Group, Inc

Magellan Planning Group, Inc A U.S. SEC Registered Investment Advisor

Thinking about retirement? You're not alone—and the numbers might give you something to think about.From how much people...
07/09/2026

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

📌 Save this post for later
📩 Share it with someone who’s thinking about their future
💬 Questions? I’m always here to talk things through

Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle...
07/06/2026

Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.77 percent, while the Nasdaq Composite Index advanced 2.12 percent....

Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put pressure...
06/29/2026

Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put pressure on the broader market. The Standard & Poor’s 500 Index fell 1.95 percent while the Nasdaq Composite Index skidded...

✒️ There are so many reasons to create an estate plan this month, but here are three big ones to consider:1. Direct Your...
06/23/2026

✒️ There are so many reasons to create an estate plan this month, but here are three big ones to consider:

1. Direct Your Property: Creating a will or trust tells the courts how you want your property distributed. Without an estate plan, state laws will determine how your estate is divided, which may not align with your intentions.

2. Provide instructions to the probate court: An estate plan can help manage the probate process, providing instructions to the court.

3. Designate Guardianship for Minor Children: If you have minor children, an estate plan allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

☎️ Contact us today, to get started on your estate plan.

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held sho...
06/22/2026

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held short-term rates steady. The Standard & Poor’s 500 Index rose 0.93 percent through Thursday’s close, while the Nasdaq...

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁 Click through to learn how you can give financial...
06/18/2026

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁

Click through to learn how you can give financial gifts!

1️⃣ Tax-Free Gifting Up to $19,000 Per Person
In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.

2️⃣ Unlimited Recipients
Feel free to spread the love! There's no limit on the number of people who can receive an annual gift. Perfect for those looking to help make a difference in someone's life. 💌

3️⃣ Married Couples: Double the Impact
Married? You can gift up to $38,000 per recipient annually, doubling your impact. 💑

4️⃣ Lifetime Exemption: The Big Picture
Beyond annual gifts, your lifetime exemption in 2026 is $15 million. 🌟

5️⃣ Gifting Isn't the Only Approach
Paying directly for qualified tuition or medical expenses? These don't count as gifts, but we would encourage you to speak with your tax, legal, or accounting professional if this approach is part of your strategy. 🏥

🔍 Let's Make This Easy
Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals. 💡

Ready to strategize? Call us today. 📞

When was the last time you reviewed your will?If it's been more than 3–5 years, it may be time for an update. Life event...
06/18/2026

When was the last time you reviewed your will?

If it's been more than 3–5 years, it may be time for an update. Life events like marriage, divorce, the birth of children or grandchildren, changes in assets, or new laws can all impact your estate plan.

A current will helps ensure your wishes are carried out and your loved ones are protected.

Don't wait until it's too late—review your plan regularly and keep your legacy on track.

📞 Reach out today to schedule a will and estate plan review.

June, 2026 — If you didn’t know where the Strait of Hormuz was before this year, then you certainly know now. (Funny how...
06/17/2026

June, 2026 — If you didn’t know where the Strait of Hormuz was before this year, then you certainly know now. (Funny how world conflict can teach us a lot about geography—sad that that’s what it takes.) You’ve also no doubt heard that...

Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts a...
06/16/2026

Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts and the largest-ever initial public offering (IPO). The Standard & Poor’s 500 Index rose 0.65 percent, while the...

Address

4170 Ashford Dunwoody Road NE Ste 480
Brookhaven, GA
30319

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+14042578811

Website

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