Insider Guide

January, 2023

Happy New Year from Team GIA!
Cheers to 2023!

Happy New Year

celebrating wins from 2022 and goals for 2023

At the beginning of every year, reflecting on your previous year and setting goals for the year ahead is helpful. We want to know how you and your family won in 2022. Do you have a success story or a goal that you met that you want to share with us? It’s important to celebrate your milestones and when you accomplish your annual goals. As you look back on 2022, try to find the gratitude for everything, big or small, that you were able to achieve. Then, begin setting your new goals for 2023. You can carry over any goals that you didn’t complete and add new ones! Writing down these goals gives you a 40% higher chance of accomplishing your goals. At GIA, we want to help you reach your personal and financial goals.

2023 retirement & tax planning

We know sometimes it is overwhelming with all the changes as you plan ahead for retirement and taxes. We thought we would make your life a bit simpler by making a one-page cheat sheet that you could download and reference. Click the button below to download the “2023 Retirement & Tax Planning Quick Sheet”

Increased ROTH IRA and 401(k) limits for 2023

As you read the Retirement and Tax planning quick guide, the advisor team thought it would be helpful to inform you of the increased retirement account contribution limits for Roth IRAs and 401(k)s for 2023.

The Roth IRA contribution limit is $6,500 with an additional $1,000 if you are 50 years old or older. The 401(k) contribution limit is $22,500 with an additional $7,500 if you are 50 years old or older. If you would like to increase your contributions or max out these accounts, please reach out to your advisor.

Mark Wade Pitcock
Mark Wade Pitcock 2

Happy Birthday, Mark Wade Pitcock!

We celebrate with our Wealth Advisor, Justin and his wife Emily as they welcomed their son Mark Wade on December 18th at 10:52am. He weighed 8.7 lbs. and was 19.49 inches long.

Books that can help you reach your 2023 goals

The Whole Brain Child by Daniel J. Siegel and Tina Payne Bryson –  revolutionary strategies to nurture your child’s developing mind. 

The Boy, the Mole, the Fox, and the Horse – by Charlie Mackesy  – A heartwarming book your whole family will love and will create beautiful family moments and conversation. 

The Power of Now by Eckhart Tolle  – A guide to spiritual enlightenment and learning to live in the present. 

The Artist’s Way – by Julia Cameron – A spiritual path to higher creativity  – a course in discovering and recovering your creative self.

Big Magic by Elizabeth Gilbert – This book is about pursuing your creative endeavors in the midst of your fear to go for it. 

The Motivation Manifesto by Brendon Burchard – “Is a poetic and powerful call to reclaim our lives and find our own personal freedom. It’s a triumphant work that transcends the title, lifting the reader from mere motivation into a soaringly purposeful and meaningful life. I love this book.” —Paulo Coelho

Good to Great by Jim Collins – A guide to answering the question, “How can good companies, mediocre companies, and even bad companies achieve enduring greatness?”.

The Millionaire Next Door by Thomas Stanley – This book identifies seven common traits that show up again and again among those who have accumulated wealth. 

You Can Retire Sooner Than You Think by Wes Moss – Helping you have confidence in retiring sooner. 

Links to all of our guides

Here is a link to all of our valuable guides to have and share with friends and family as they discuss 2023 goals. We thought it might be useful to provide these links in one place so you can forward them to anyone you think might benefit from one of these guides. 

blog update

We send out a blog every Tuesday.  We recently sent a  helpful end of the year check-list that we put together with our Trusted Partners. The most recent blog titled, “Do you have an overspending spouse?” is a perfect blog to read after the holidays (hopefully this is not the case for you, but if it is, at least you have an advisor that can help!) If you have any topics you would like us to cover or discuss in the Insider or a blog, please reach out to Tara Bruce at

schedule your annual meeting with your advisor

Schedule your annual meeting with your advisor now if you haven’t done so already — we want to see you!  We know it might be frustrating if it is hard to find an available time slot with us at the beginning of the year as January and February are very busy months for us.

Local happenings

Art on the Spot 
Fri, Jan 20, 6 – 9 PM @ The Reeves House Visual Arts Center
In under 3 hours, local artists will create a piece of art on the spot that will be raffled off at the end of the night! You’ll have the opportunity to connect with the artists in our community. 

Mediterranean Dinner Party
Sat, Jan 14, 6:30 – 8:30 PM @ LEANING LADDER
January Dinner Party (Demonstration class) Mediterranean night with Chef Alan. Enjoy this multi-course Mediterranean style meal! Make a reservation and allow Chef Alan to serve you.

Woodstock Arts Film Festival
Jan 21, 2023, 12 PM – Jan 23, 2023, 12 PM @ Woodstock Arts Event Green
Woodstock Arts Presents: the Annual Woodstock Arts Film Festival! A fun and accessible film competition to be completed within at total of 48 hours from first take to final edits!

Woodstock Winter Corn hole league
Wed, Jan 11, 5 – 8 PM @ Truck & Tap Woodstock
Join us for our 7 weeks of outdoor winter corn hole league in Woodstock at Elm Street Green on Wednesday nights! Season begins on Wednesday, January 11, but you must be registered beforehand  – might be a fun way to make some new friends. Read more on Visit Woodstock GA

James Patterson and Mike Lupica 
Fri, Jan 13, 1 – 3 PM @ Woodstock Arts Theatre
FoxTale Book Shoppe is thrilled to welcome New York Times bestselling authors James Patterson and Mike Lupica to Downtown Woodstock. The authors will be discussing their new novel THE HOUSE OF WOLVES. This event will take place at the Woodstock Arts Theater (8534 Main Street, Woodstock, GA) across the street from FoxTale Book Shoppe. 

Paint and Chat  – Art class
Sat, Jan 14, 2 – 4 PM @ Tranquility Fine Arts Gallery
No supplies, needed and no experience needed! Appropriate for all skill levels. Classes begin Sat Jan 14, 2023 2pm.  Registration is required

Disclosure – The comments above related to the tax impact of charitable giving are based on our best understanding, but you should consult with your CPA to determine the impact in your unique situation. All investment carries risk, and we cannot guarantee performance or results. Please contact us for any questions relating to the content above, or to discuss your specific situation.

Recent blogs

By Published On: March 14th, 2023

Share This Story, Choose Your Platform!

About the Author: Tara Bruce

Tara Bruce
Thank you for visiting my author page. Click Here to see my bio!