myWEALTHCARE (browser title)

Hello, I'm Douglas McCroskey, President & Founder of myWEALTHCARE and this is our website.

As a financial professional and a native of Atlanta, I am dedicated to helping individuals and businesses build their financial futures.  I am committed to helping my clients discover, develop and work toward their financial goals for themselves, their families and their businesses by assisting them with strategies for asset accumulation, preservation and transfer. 

I created the myWEALTHCARE website to help them do that. 

Here is a place where we can help our clients better understand their financial world through the wealth of articles, newsletters, calculators, E-seminars available here.  We hope you enjoy your visit to our website and find the information helpful. 

Please contact us with your concerns or for more information.

myWEALTHCARE

 

 

 

We have representatives in this office licensed and registered to offer products and services in GA. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information

L0511179412[exp0612][All States][DC]

Retirement IQ Quiz

How much do you know about Retirement Income?

Learn more.

Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

Learn more.

Strength and Stability

It’s times like these that set us apart. Keeping our promises

Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Car Affordability

How much can you afford to pay for a car?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

More Newsletters →