Maximizing Your Impact: 10 Tax-Smart Strategies for Charitable Giving Financial management can and should be about more than just accumulating wealth. Charitable giving holds significant importance for many investors, reflecting their commitment to generosity and compassion. But navigating it can be complex, particularly when it comes to tax considerations [...]
Your Guide to Navigating Estate Planning in Georgia Do you know how your assets will be divided after your death? Or who will take care of your children if the worst happens while they’re still minors? Estate planning is about more than just passing on your wealth after you’re [...]
Why a Long Life Can Be a Planning Risk We all want to live a long, healthy life and thanks to developments in modern medicine, Americans are living well into their 80s and 90s on a regular basis. Life expectancy has increased by nearly a decade since 1970, [...]
Financial Planning and The Role Your House Will Play For most people, their home will be the most valuable asset they own during their lifetime so it’s no surprise that we get a lot of questions about how a home (or homes) fits into retirement plans. When you [...]
Building an Investment Plan to Sustain Your Retirement Retirement planning requires having every piece of the puzzle in place to ensure a successful transition to financial independence, and one of those pieces is investment planning, which takes thoughtful construction and execution. Of course you have to start with [...]
The holidays are here, and that means one thing — it’s time to send end-of-year holiday greetings. I admit, I should have sent this blog out sooner! But use it as a reference for next year. While adding standard best wishes to a greeting card or electronic message sounds simple enough, [...]
5 Obvious Strategies (That Apparently Aren’t So Obvious) Most people, on paper, would agree with these strategies. But a much smaller percentage of the population actually use them to when making financial decisions… 1. Buy low and sell high. You won’t find a single person who disagrees with the theory [...]
Tulip Bulbs & Bitcoin A little history lesson. Personally, I find nothing more beautiful than tulips in full bloom. Sadly, they don’t last long and perhaps that adds to their appeal. At no time was that love for tulips greater than in the 1630’s when prices for the bulbs soared. At [...]
5 Simple Strategies to Avoid Overspending this Holiday: As the largest gift-giving holiday season, the final month of the calendar year accounts for nearly 30 percent of total annual sales for some retailers. While this is great for suppliers, it is the costliest season of the year for shoppers. Americans spend 9 times the [...]
How Actively Managed Mutual Funds Cost You Money You likely already know that actively managed mutual funds cost more to own than index funds — a lot more. A typical active mutual funds charges fees of between 1.5% and 2%. The gap is enormous, even indefensible, once you consider that three-quarters [...]
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