Mark Anglin at Bales Financial Group

09/11/2023

Listen in while Erin and I discuss Taxation on Social Security.

Many retirees are surprised to learn that above a certain income, Social Security is taxed. In retirement, it's important to know how all your income streams...

08/20/2023

For all of the Dave Ramsey fans out there, I can officially say that I am now a SmartVestor Pro in the North Atlanta area. Reach out to me for all of your retirement planning needs!

08/09/2023

When we say we can help with all of your retirement planning needs, we mean it!! What a honor and pleasure it was to officiate the wedding of two very special clients!! It was a memorable day I will never forget. Congrats to the Happy couple😊

08/09/2023

401(k)s are generally the most accessible and easiest way to save for retirement, but should you really be maxing out your contributions every year? In this video, with and break down the pros and cons of stashing a lot of money in a pre-tax account, and Mark explains when you should consider investing in other accounts as well.

If you'd like to sit down with Mark to determine where you should be putting your money to ensure a happy and tax-efficient retirement, please feel free to give him a call at ### or schedule a free meeting by visiting www.BalesFinancialGroup.com

06/10/2023

02/01/2023

I truly do love educating folks. There is such a need for educating those about to retire or even those in retirement. There is a new reality in retirement and if you’re not prepared, you could suffer unnecessary losses and potentially run out of money. There has to be a psychological shift from growth first to preservation and sustainability. Unfortunately too many advisors don’t follow this idea and invest their retirees like they’re 30 yrs old. Let’s talk about your situation!!

08/16/2022

Are you an empty-nester looking for a new career? Or maybe you want to continue on a path that you have taken a break from? We are looking for a new team member to come aboard and handle marketing and client relations. If this is something you would like to learn more about, please reach out to us for an interview.

01/31/2022

We are so honored to have been voted Best Investment and Wealth Management Individual for Best of Forsyth 2022! This is an achievement that we could not accomplish without all of our amazing clients. We are so blessed to be apart of such an amazing community and are excited for what 2022 has in store! #2022

01/18/2022

We are partnering with the Forsyth County Sheriff’s Department to host a Women’s Self Defense Course! This course will be held on Tuesday, March 1st from 6:30-8:30 PM at the Central Park Rec Center.
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To RSVP, please email [email protected] or call the office at 678-807-7157.

11/30/2021

Tomorrow night’s dinner is completely filled up, but we still have seats available at Thursday’s event. Visit our website under the Events tab OR call our office at 678-807-7157 to register.
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**Event starts at 6:30 and lasts about 2 hours**

11/11/2021

From a Veteran Business Owner, thank you to all my fellow Veterans.

10/28/2021

If you need assistance with an IRA, an old 401K, or even if your over the age of 59 1/2 and have a current 401K, talk to me about how we can use it to build a sustainable retirement plan for you and your family.