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Velda Speaks to Leading Edge Institute

Velda spoke to the audience of the Leading Edge Institute about the importance of retirement and estate planning for young professionals. You can watch the entire video at the link below.

www.vimeo.com/61711764.

Jeff Jones Joins Team as Full-Time Paraplanner

Velda is thrilled to announce that Jeff Jones has joined our team as a full-time paraplanner. Jeff served a six-month internship after obtaining his Master’s degree in financial planning from the University of Alabama.

Jeff will enhance our process of providing the highest level of planning to our clients. He brings extensive technological experience after serving NASA and the

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Velda Interviewed for Fidelity.com

Velda was recently interviewed by Fidelity’s Daren Fonda for the article “5 Ways to Make Your Money Last.”

Check out the full article here.

Is “Relief” in Sight?

February 1, 2013

With tax season upon us once again, let’s take a look back at the American Taxpayer Relief Act of 2012. Did Congress’ middle-of-the-night actions really provide “relief” to taxpayers while avoiding the so-called “fiscal cliff?” Let’s look at some of the numbers:

The 2% payroll tax decrease enacted for 2011 and 2012 was not extended. The

The Loser In The Presidential Election Will Be…

As I write this, we are eight days away from the Presidential election. While that is not the only office we will be voting for that day, it is certainly the one that is getting the most attention. And while I cannot say with certainty who the winner will be, I can say who the loser will be. How is that? If you know who the loser is, you have to also know who the winner will be. Not necessarily. Stay with me. Read More

VARIABLE ANNUITY BENEFITS

Why some investors can benefit from investing in a variable annuity. Read More

Of Presidential Elections, Automobiles and …Financial Advisors

With the U.S. Presidential elections approximately six weeks away, I am anxiously awaiting the results on the first Tuesday in November. As I think about the most likely outcome, I did a little research on the elections for the past one hundred years. There are only three presidents who Read More

Serving your needs without boundaries. In today’s technology driven world we are fortunate to work anywhere with any client. We have a virtual firm that has no borders. We have clients in several states; however we only conduct business in states where we are properly registered or qualify based on Security Exchange Commission (SEC) and the Alabama Securities Commission (ASC) rules and regulations. Eugenias Advisory Group, LLC can currently conduct business in most states within the U.S.