Generous Giving is Meaningful Living!
Med School Grads, Do These Three Things First
Listen to Learn with These 5 Podcasts
How Elections Affect the Market
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
10 Mistakes Investors Make Without Advisors
Health, Wealth, and Time
Who Can Benefit from a 529 Plan
College Planning: Don’t Wait to File Your FAFSA
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Five Things to Consider Before Referring Your Client to a Financial Advisor
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
How to Spot Political Bias
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How to Make Sense of Goals You Set
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
My General Contractor and I
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Home Sweet Home, or an Investment?
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
What This Year Reminds Us About Fixed Income
This year has reminded us of the many important roles that fixed income can play in portfolios.
The Invisible Tax
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
Are You Really Ready to Exit Your Business?
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.