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Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:
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Economic Changes and the Election
Chicory Wealth CEO Maggie Kulyk discusses the impact the recent election could have on the economy and how Chicory Wealth is monitoring our portfolio in response, ending with some words of inspiration.
Hurricane Helene–How to Help
How we can help those in the wake of Hurricane Helene
Understanding Health Savings Accounts
Chicory Wealth Tax Manager Jeff Audi gives an overview of Health Savings Accounts (HSAs)
August Is National Make an Estate Plan Month
Don’t wait any longer. As your financial advisor about finalizing your estate plan today.
Understanding FinCEN’s New Rules on Beneficial Ownership Reporting
Chicory Wealth Tax Manager Jeff Audi explains FinCEN’s new rules on BOI
Chicory 1% for Social Justice
Good financial planning is not just about accumulating wealth. To live a “good life,” we need to understand our relationship with money, clarify what impact we want to make, and use our resources in a way that supports that impact. At Chicory Wealth, we know that charitable giving is key to financial health, so it […]
Chicory Wealth in 2023 “By the Numbers”
Chicory Wealth in 2023 … what the numbers say.
The Taxation of RSUs: Exactly What You Need to Know
Chicory Wealth Tax Manager Jeff Audi discusses what you need to know about restricted stock units.
Why I Volunteer (or How I Accidentally Learned to Sheetrock)
Chicory Wealth Communications Director Liz McGeachy discusses how she learned to volunteer.
Three Sensational Tax Credits Available to Residents of the Peach State
Georgia residents have three new tax credits they can use.