Skip to content

Blog

Jeffrey A. Harrell, CFA (retired) Nov 10, 2021 3:09:01 PM < 1 min read

Could the Stock Market Crash? While It May Not Happen Immediately Here’s How to Prepare

Don’t let emotional decisions drive your financial planning. Use these strategies instead ...
Start Reading
Lisa Brown, CFP®, CIMA® Nov 3, 2021 3:35:00 PM < 1 min read

SOMEONE NEEDS TO KNOW WHERE YOUR MONEY IS

What would happen in the event of an emergency, and you haven’t told your loved ones how ...
Start Reading
Jason Cross, J.D., CFP®, CTFA Sep 24, 2021 9:00:00 AM 8 min read

You’ve Just Sold Your Business for Millions. Now What?

Financial and life decisions often become more complex – not less – after selling. Here ...
Start Reading
Josh Monroe, CFP®, CIMA® Sep 16, 2021 2:38:09 PM < 1 min read

I Have a Financial Adviser. Is It Time for My Adult Children to Get One, too?

Josh Monroe, CFP®, CIMA®, Patricia Sklar, CPA, CFP®, CFA®
Start Reading
Christopher "Bud" Boland, CFP® Mar 5, 2021 4:35:00 PM < 1 min read

Tips for Setting Your Pandemic Budget

Want to keep saving after the pandemic is over? Create new long-lasting money-saving ...
Start Reading
Michael R. DeWitt, CFA, CExP™ Feb 18, 2021 1:54:00 PM 2 min read

Important Information for Business Owners – Consolidated Appropriations Act, 2021

On December 27, 2020, the President signed into law the Consolidated Appropriations Act, ...
Start Reading
Ray V. Padrón, CPA, CFP®, CIMA® Jul 1, 2020 2:05:00 PM 10 min read

A THOUGHTFUL EXIT TO A BRIGHTER FUTURE

Business owners are busy people. They create the economic engines upon which most of this ...
Start Reading
Annika Cushnie, CFP®, CIMA®, CEXP™ Jan 15, 2018 5:00:00 PM < 1 min read

Prenups, Plans Can Protect Finances

According to the U.S. Census Bureau, 28 percent of Georgians who have been married have ...
Start Reading