YOUR LPL FINANCIAL ADVISOR IN DACULA, GA
Calder and Colegrove Investment Group is Dacula Georgia's premier financial planning firm servicing the local area and 17 other states. When you choose Calder and Colegrove, you get personalized service, objective planning, educational tools and strategies that'll help you meet your retirement and financial goals.
Calder and Colegrove provides financial planning, retirement planning, and insurance services to individuals, families, and businesses of all sizes. No matter what stage of life you're in, we look at each specific situation and your personal goals to develop a plan that's suitable for you.
When Is The Right Time To Start?
It’s never too late or too soon to start planning for retirement or to live a healthy financial life. Whether you're in the workforce, near retirement, or anywhere in between, Calder and Colegrove will utilize years of experience, dedication, and knowledge to help you pursue your goals.
Contact Calder and Colegrove today for your consultation to get started!
IRAs (Individual Retirement Accounts)
- Roth IRAs
- Life Insurance
- Estate Planning
- Retirement Planning
- Financial Planning
- Company 401(k)s
- 401(k) Rollovers
- Long Term Care Insurance
- 529 Plans
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This worksheet can help you estimate the costs of a four-year college program.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.