Blog

TO OUR ANNUAL CLIENT SURVEY WINNER... SANDY OVERSTREET! Each year, our clients are encouraged to participate in our Annual Client Survey. This survey allows Story Wealth Management Group to gain valuable insight and feedback from...

You’re probably familiar with three of the most common risks to your income in retirement: over-spending, market volatility, and longevity. But did you know that identity theft is quickly becoming a fourth risk factor? Over the...

I'm sure everyone in Douglas, Georgia that has a Facebook page heard about the Levi Cason Rudd Honorary Blood Drive on June 16th at Story Wealth Management Group. OneBlood brought out the Big Red Bus and three of their awesome staff...

This morning I had the pleasure of visiting Mrs. Cathy Latham's Honors Economic class at Coffee High School in Douglas, GA. It was an honor to present to young, eager students that shared a passion for exploring economics. To start the...

This year we tried something new and celebrated Administrative Professionals Day by holding a community-wide contest in which employers, friends, and family could nominate their favorite Administrative Professional that worked in...

Story Wealth Management Group would like to thank everyone who participated in the "Husband Appreciation Day" Contest.

Story Wealth Management Group is pleased to announce our 2018 Russ Story Educational Scholarship Application is available. Applications will be accepted through May 31, 2018. For the complete list of eligibility requirements and award...

It is estimated by the U.S. Secret Service that, prior to the founding of that agency in 1865, up to one-half of the currency in circulation was counterfeit. Today, while 90% of all known counterfeit currency is seized before it reaches

Spring Break Safety Tips Prior to leaving for spring break: Lock your residence. Park your vehicle in a well-lit area and do not leave any personal items in plain view. If you live in an apartment have your mail and newspapers stopped,...

The federal government is an equal-opportunity tax assessor. Even the dead can’t escape taxes. The final accounting required of the deceased is not limited to an estate tax filing, but a federal income tax return must also be...

A large tax refund may feel like free money, but it isn't. As of March 2017, the Internal Revenue Service has issued 62.5 million refunds, averaging out to $2,931. The federal agency expects to receive more than 153 million tax returns...

Over the month of March, Story Wealth Management Group held a "Give What You Can" Donation Drive to support the recent storm victims of the local community of Albany, GA. I'm pleased to say that our can donation drive was a success and...

When it comes to money, what keeps women up at night? Northwestern Mutual’s 2016 Planning & Progress study reveals 87% of women feel anxious about their finances due to unexpected expenses, health care costs, credit card debt and...

The fees that investors pay to financial advisors for their advice and services come in two basic forms: transaction fees and ongoing fees. While advisors may differ in what fees they charge, they are required to fully disclose them....

Provided by Russ Story®, Financial Advisor March 8 is International Women’s Day, a day to celebrate the social and economic progress and cultural achievements of women worldwide. There really is much to celebrate. Globally,...

Things you can do for your future as the year unfolds. Provided by Russ Story, RFC®, Financial Advisor What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing,...