Women and Finance: Building Confidence, Clarity, and Security Historically, women have traditionally been less likely to invest than men – a trend that has had serious financial repercussions over time. According to a 2021 Vanguard study, the median retirement account balance was $31,291 for women, compared to $45,106 for [...]

Building a Financial Safety Net for Your Family Life is unpredictable, and as much as we wish we could plan for every eventuality, the truth is that unexpected events do happen. For families, these unfortunate and unforeseen events—whether they come in the form of illness, job loss, or even [...]

The Smart Way to Plan for Retirement: Start Early and Stay on Track Depending on the stage of life you’re currently in, retirement might seem a long way off. However, the sooner you start retirement planning, the more financially secure your future will be. Whether you're in the early [...]

From Separation to Stability: Managing Your Finances During Divorce Divorce is a significant event in anyone’s life, bringing with it both emotional upheavals and financial stress. Everyone involved in the divorce will have difficult decisions to make, and the whirlwind of emotions and life changes that are a natural [...]

Navigating Your Finances After the Loss of a Spouse The loss of a spouse, even when long anticipated, can be devastating. The surviving spouse is suddenly without a partner they’ve loved and enjoyed for years or decades. Family and friends can be wonderful emotional sources of support during this [...]

Navigating Life’s Transitions and Financial Changes with Confidence Life is constantly changing, full of ups, downs, challenges, and obstacles. Many of these transitions have the potential to affect your financial goals. So that you’re better equipped to take advantage of new financial opportunities and mitigate the impact of potential [...]

Four Ways High Earners in Georgia Can Maximize Retirement Savings For high earners in Georgia, maximizing retirement savings requires careful planning and leveraging all available opportunities to grow and protect your wealth. In this article, we’ll share key strategies, including optimizing employer-sponsored plans, tax-efficient investment options, diversification, and estate [...]

Planning for Long-Term Care in Georgia to Protect Your Financial Security While comfort and support are crucial in our later years, long-term care planning in Georgia requires that you consider factors beyond that. It’s a powerful tool for safeguarding your financial well-being. Yet, despite its significance, it often gets [...]

Retirement Planning in Georgia: Secure Your Golden Years in the Peach State You may feel a long way from retirement right now, but our 50s and 60s are a critical period in our journey to financial well-being in retirement. Shrewd financial planning now, helps you build and protect your [...]

The Essential Components of Writing a Will in Georgia Writing a will is a crucial part of planning for the future. It’s a legally binding document that sets out your wishes in terms of your assets and care of your loved ones and ensures those wishes are carried out [...]