What is Holistic Planning?
There is an old proverb, "May you live in interesting times". This year would certainly qualify at interesting times. I was speaking with someone earlier this week and mentioned that I do "Holistic Planning" for many of my clients....Read More
Retirement Income Planning
A couple of weeks ago, I published the SevenRead More
Would You Give Up 50% of Your Social Security Benefits?
I've recently spoken with several new clients about the areas of retirement planning, including Social Security Benefits. They were not aware of the claiming strategies for Social Security. The "tax" for ignorance is high - up to 50%...Read More
Who Do You Know?
Chances are, you know someone who might benefit from an introduction to me. If you know a Business Owner looking to reduce taxes, expenses, or risk, I'll offer a $50 gift card to any of the Buckhead Life Restaurants (Buckhead Diner,...Read More
Seven Planning Areas for Seniors
Every person turning 65 should consider these Seven Areas of planning. While these would not be considered "Financial Planning", they should be on the table for discussion. Each area is large enough, and complex enough to warrant a...Read More
About that Trade War with China
There has been much commentary over the past several days about the "trade war" with China and its impact on our economy. I thought this brief Monday Morning Outlook from Brian Wesbury, Chief Economist with First Trust, would be of...Read More
Since You Asked.....
There have been a lot of questions recently about the increases in Property & Casualty Personal Lines coverage, also known as Home & Auto coverage. I thought this might be an interesting time to explore the differences between an...Read More
ESSENTIAL RETIREMENT STRATEGIES IN TODAY’S ECONOMY
You and a guest are cordially invited to join us for a complimentary gourmet meal immediately following ourinformational presentation. Planning for retirement is different today than it has been, and will likely continue to change. The...Read More
Schedule a Portfolio Review & Get a $50 Gift Card from Buckhead Life Restaurants
YOU’VE WORKED, EARNED AND SAVED. NOW WHAT? Will the next market downfall affect when you can retire and your retirement lifestyle? Do you want more options than you have in your current 401k, 403b, TSP, IRA or other retirement...Read More
Putting Perspective on Market Declines
The market pulled back sharply on Friday and recorded the largest one day in history yesterday. I thought you might appreciate this perspective on market declines historically. Feel welcome to call or e-mail if I can answer questions...Read More
If you want the right answers.....
There's an old saying that "If you want the right answers, you must first ask the right questions." Two often, I see people seeking the solution without asking the questions required to get there. Here are 20 Must Answer Questions for...Read More
Does Your Car Insurance In Duluth Have You Covered?
If you have a car, you need car insurance. It really doesn’t get much more simple that that. Imagine the alternative; you are driving down the road and you accidentally rear-end someone. The other driver asks for your insurance...Read More
Questions to Ask Your Accredited Wealth Management Advisor
Either you’ve come to the decision that you are in need of an accredited wealth management advisor (AMWA), or you don’t yet know what that might be or why you need one to secure your family’s future. Either way, this...Read More
The facts on selecting home insurance in Duluth, GA
If you live in Duluth, GA, or anywhere, really, it’s time to talk about home insurance. Your home is more than likely your most treasured and valuable asset, and seeing it damaged or lost completely would be devastating to you...Read More
Don Kemp: A call to new and about-to-be new parents
This week, Don Kemp and the rest of the team at Community Risk Advisors want to speak with two of the most stressed-out groups in today’s world: new and about-to-be new parents. We know all too well the pressure and stress that...Read More
Choosing a personal financial management association
If you read through last week’s blog, you got the basics on financial risk and what it means for companies big and small. Every company must deal with varying types of financial risk, and knowing about which risks your company...Read More
Risky business: Understanding and planning for financial risk
If there is one thing that unites literally every single company or business in the world, it is finances. Seems like a no-brainer, right? Think about it; if there is one thing every business is designed to do, it is make money. With...Read More
Planning for an Elderly Parent
It’s a simple fact of life: we are all getting older. The baby boomer generation is already seeing its’ members in their 60’s and 70’s, joining AARP, retiring and finally qualifying for those sweet senior...Read More
Jigsaw Puzzles: Putting the Pieces Together
A favorite family night when the kids were young consisted of "lickies & chewies" (Mom's Snack Choices) and working on a jigsaw puzzle. We always needed the picture on the front of the box to help get started. And then, the edges were...Read More
Getting Schooled: Beginning an Educator’s Financial Plan
2017, like every year before it, seems to be flying by. For most students and teachers in the metro Atlanta area, it is spring break season; it seems like just yesterday we were packing up the holiday decorations. But while seniors...Read More