Insider Guide
March, 2026
We are excited to welcome Mandy DiVita to the team! She serves as Executive Assistant to Tim Goodwin and Marketing Operations Specialist at Goodwin Investment Advisory, where she brings a rare blend of organization, creativity, and thoughtful problem-solving to the team. Known affectionately as “Ms. Margin,” Mandy has a gift for stepping into complex systems and quickly improving workflows so everything runs more smoothly and efficiently. She supports Tim with day-to-day operations and also assists the marketing team with podcast production, event coordination, graphics, and social media. With a background in executive support, training, and office management, Mandy brings both structure and compassion to her work. Outside the office, she lives on a small homestead in Dahlonega where she enjoys gardening, farm-to-table cooking, and traveling. Mandy is passionate about building meaningful relationships and supporting women through difficult life seasons, reflecting the same care and authenticity she brings to her role at GIA.
A Few Tax Moves to Consider Early in the Year
While you are thinking about filing your tax returns for last year, here are a few simple things worth considering now that could help reduce taxes this time next year.
1. Consider a Donor-Advised Fund for Charitable Giving
If you plan to give to charity this year, a donor-advised fund can be a very tax-efficient way to do it. For example, donating appreciated investments instead of cash allows you to avoid paying capital gains taxes while still receiving a deduction for the full value of the gift.
2. Maximize Your HSA Contributions
Health Savings Accounts offer what many call a “triple tax benefit.” Contributions may be tax-deductible, the money grows tax-free, and withdrawals for qualified medical expenses are also tax-free. If you are eligible, an HSA can be one of the most tax-efficient savings tools available.
3. Down Markets Can Create Roth Conversion Opportunities
If the market experiences volatility or declines during the year, it can sometimes create a good opportunity to convert a portion of a Traditional IRA to a Roth IRA while values are lower. That can allow more assets to potentially grow tax-free in the future.
4. Review Your Tax Withholding
If you owed a large amount when filing your taxes this year, or received a very large refund, it may be worth reviewing your withholding. Adjusting it now can help avoid surprises next April and better align your tax payments throughout the year.
As always, if you’d like to talk through any of these strategies, we’re happy to help.
Money Secrets Nobody Taught You
We are excited to invite you to a special evening in our community with Tim Goodwin speaking at Money Secrets Nobody Taught You.
Thursday, April 16, 2026
7:00 PM to 8:30 PM
New Ground Farm
4563 Hickory Flat Hwy, Canton, GA 30115
This free event is designed for people in real-life moments when money suddenly feels more important and more stressful. Maybe you are starting over, stepping into a new season, helping your children launch well, or simply wanting to make wiser financial decisions moving forward.
Tim Goodwin and Hayden Holcomb will offer a practical and encouraging conversation around the money lessons many people were never taught but wish they had learned sooner. Coffee and dessert will be served, so bring a spouse, make it a date night, or invite a friend.
This night is especially great for young adults, adult children, and anyone navigating a life transition like a new job, a new home, a new baby, or a fresh start.
Please feel free to share this with anyone you think would be encouraged by it. We would love to see you there.
What a Tax-Savvy Advisor Can Do for You
What Could Cost You More Than You Expect in 2026
In Episode 111 of the Money PIG Podcast, host Tim Goodwin and co-host Joe Beckford talk about the “quiet costs” that can sneak up on high net worth families in 2026 — not from the market, but from missed planning, unaligned professionals, and waiting too long to act. Their core message: be intentional, not accidental with your financial decisions.
They walk through planning opportunities people often miss, like Roth conversions, backdoor Roth contributions, Qualified Charitable Distributions (QCDs), and more strategic charitable giving using donor-advised funds (DAFs) and appreciated securities instead of cash. They also explain how money “leaks” out through tax drag and simple oversights — like not telling your CPA about a QCD, or creating a trust but never actually funding it.
Come light the way with us. ✨🏃♀️🏃♂️
Event details:
Light the Way 5K and 1 Mile Fun Run
Saturday, April 11, 2026 @ 6:30PM
Veterans Park in Canton
Sign up here:
https://raceroster.com/events/2026/117390/light-the-way-5k
Nourish to Flourish
By Tara Bruce
Nourish to Flourish: Welcoming the Shift from Winter to Spring
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Declutter one drawer, room, or corner of your home
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Open windows and bring in fresh air whenever possible
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Spend time outside noticing signs of new life
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Refresh your routines with earlier light, movement, or nourishing meals
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Journal on what you are ready to release and what you want to cultivate
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Add something living to your space, like flowers, herbs, or a new plant
Ceasar Salad Spring Rolls
Ingredients
Caesar Dressing
- 1 egg yolk
- 1 tbsp (15 ml) lemon juice
- 1 small garlic clove, finely chopped
- 3/4 cup (180 ml) avocado oil
- 1 tsp capers, chopped
- 2 tsp (10 ml) anchovy paste
- ¾ cup (55 g) Parmesan cheese, freshly grated
Rolls
- 1 cup (85 g) white bread or sourdough, diced (2 slices of bread)
- 1 tbsp (15 ml) avacado oil
- 4 cups (180 g) romaine lettuce, thinly sliced
- 1 cup (215 g) cooked chicken, shredded
- 3 slices cooked bacon, chopped
- 6 round rice paper wrappers, about 9 inches (23 cm) in diameter
Preparation
- Caesar Dressing
- In a bowl, whisk together the egg yolk, lemon juice and garlic. Add one-third of the oil, drop by drop, whisking constantly. When the emulsion begins to form a mayonnaise, drizzle in the remaining oil, whisking constantly. Add the capers, anchovy paste and Parmesan. Lightly season with salt and pepper. Set aside.
- Rolls
- In a non-stick skillet over medium-high heat, brown the bread in the oil. Let the croutons cool. (You can substitute croutons)
- In a large bowl, combine the lettuce, chicken, bacon, and croutons. Toss the salad with half of the Caesar dressing.
- In a shallow dish of hot water, soak one sheet of rice paper at a time for a few seconds or until softened. Remove from the water. Drain and place on a work surface.
- Spoon 3/4 cup of salad onto the bottom third of the rice paper. Fold both sides of the sheet toward the centre. Tightly roll to enclose the filling.
- Cover the roll with a damp cloth and continue with the remaining ingredients.
- Serve with the remaining Caesar dressing.
It’s so fun to have a dinner party where you make your own spring rolls as well, and you can have all kinds of vegetables, toppings, and sauces. The Thai shrimp ones we had were a big hit with peanut sauce.
Disclosure – All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. The comments regarding taxes and tax planning, market insights, podcast, blogs, guides, self improvement thoughts, activities and food & drink ideas are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your wellness. You should consult with your CPA to review what is applicable to your unique tax situation. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation and help you to reach your financial and personal goals.
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