Moore's Wealth Management

09/24/2026

For Georgia residents aged 62+, the 62+ Student Waiver may provide an opportunity to attend eligible public colleges and universities tuition-free, subject to program requirements and space availability.

It’s a fascinating intersection of lifelong learning, tax planning, and family legacy.

👉 Read our latest article to explore how this strategy could work and what considerations to keep in mind.

Funding Education for Seniors and Family in Georgia: Leveraging the 62+ Waiver and a 529 Plan Key Takeaways Learn how Georgia’s 62+ Student Waiver (following certain criteria) allows seniors to attend any of the 26 public colleges and universities within the University System of Georgia. Discover ...

09/22/2026

Healthcare can be one of the most significant— and often underestimated—expenses in retirement. Understanding potential medical and long-term care costs is an important part of creating a retirement strategy designed to help withstand the unexpected.

Check out the article below for a closer look at what healthcare costs could mean for today’s retirees.

Home News MarketWatch Your healthcare could now cost $185,500 in retirement - and that doesn't include long-term care Your healthcare could now cost $185,500 in retirement - and that doesn't include long-term care Provided by Dow Jones Jul 21, 2026, 10:52:00 PM By Jessica Hall Rising prices for care...

09/18/2026

Retirement isn’t just about having enough— It’s about having enough to enjoy the life you’ve worked so hard to build.

Discover practical strategies designed to help create a retirement that’s both fulfilling and financially sustainable.

👉 https://www.investopedia.com/having-fun-in-retirement-11696010

09/14/2026

In his latest Forbes article, Joseph Coughlin explores the rise of the “Complexity Economy,” where longer lives create more interconnected decisions across retirement, healthcare, caregiving, work, family, and finances.

A thought-provoking look at how longevity is reshaping business, professional services, and the very definition of value.

https://www.forbes.com/sites/josephcoughlin/2026/06/09/why-longevity-is-creating-a-complexity-economy/

08/18/2026

From retirement plan contributions to business deductions and long-term tax planning, proactive strategies can help business owners keep more of what they earn while staying focused on their financial goals.

A thoughtful tax strategy should be part of every entrepreneur's overall wealth plan, not just something to think about during tax season.

Read the latest insights and explore all the ways that could help strengthen your financial future.

If your latest tax bill made you wince, these four often-missed strategies could help you legally reduce what you owe and dramatically boost your cash flow next year.

08/13/2026

Reaching the highest monthly benefit requires decades of high earnings and delaying benefits until age 70. For most people, maximizing retirement income isn't about chasing the biggest Social Security check—it's about building a comprehensive retirement strategy.

Check out the article below and consider how your claiming approach fits into your long-term financial goals.

The top Social Security benefit is about 2½ times the average retiree’s check—but the path to qualifying for it is out of reach for most workers.

08/10/2026

The strongest financial plans don't just transfer assets— they transfer knowledge, values, and purpose.

How are you preparing your legacy for the next generation?

Jay Hughes, a pioneer in family wealth, shares the five capitals he believes keep fortunes from fading.

08/07/2026

Retirement is being redefined and technology is playing a bigger role than ever.

Read more about how retirees are spending more of their time online and what it means for the future of aging and technology.

If Gen Z is the first generation to grow up on the internet, boomers are the first to retire on it. Over a dozen told me how they're navigating it.

08/05/2026

With Georgia's latest tax changes, retirement could become even more rewarding. Learn what these changes could mean for your financial future and how thoughtful tax planning can help you make the most of every retirement dollar.

Read more: https://mooreswealthmanagement.com/what-do-georgias-updated-retirement-income-exclusion-and-state-income-tax-reductions-mean-for-retirees/

Key Takeaways Georgia officially increased its senior retirement income exclusion to $70,000 per person beginning January 1, 2027. Georgia has lowered its flat personal income tax rate to 4.99% (with a path down to 3.99%). This change was made effective retroactively to January 1, 2026. Georgia exem...

07/28/2026

A recent report highlights how financial stress can take a serious toll on both mental and physical health, with many Americans worrying that they won't have enough saved for retirement. The good news? There is no one-size-fits-all retirement number. A thoughtful, personalized financial plan and consistent saving habits can help reduce anxiety and build confidence for the future.

Read the full article below to understand why focusing on progress is key to achieving financial peace of mind.

https://www.investopedia.com/retirement-stress-physical-mental-health-11773888