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Retirement

Introducing the 530A Accounts
9 Facts About Retirement
What to Expect in Your First Year of Retirement
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Conquering Retirement Challenges for Women
Deciding When to Take Social Security

Investment

The Threat of Identity Theft
TIPS for Inflation
Mutual Funds vs. ETFs

Estate

Four Steps to Valuing an Estate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer

Insurance

Teen Drinking and Your Liability
The Cost of Medical Care
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
When Life Insurance Becomes Taxable
The A, B, C, & D of Medicare
Medicare Advantage 101

Tax

How Income Taxes Work
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased

Money

Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar
What If Your Kids Decide Against College?
The Big Pause
What Will You Do With Your Bonus or Windfall?
Year-End Charitable Gifting and You

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Office: (469) 865-3949

15305 Dallas Parkway

Suite 1200

Addison, TX 75001

Finra Series 7,66

gdietz@americanglobalwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Cape Securities, Inc. Member FINRA, SEC, MSRB, SIPC. Advisory Services offered through Cape Investment Advisory, Inc. an SEC Registered Investment Advisor, 1600 Pennsylvania Avenue, McDonough, GA 30265 678-583-1120. Gerald Dietz is a registered representative of Cape Securities, Inc. and an Investment Advisor Representative of Cape Investment Advisory, Inc. Cape Securities, Inc. and Cape Investment Advisory, Inc. are not affiliated with GP Dietz Financial.