Yesterday was April 1st. I love that it was also Easter this year—the day of new beginnings—and the anniversary of my start as a financial
Our team has been spending time preparing for our upcoming Tax Seminar on March 6, and one of the big questions that has come up during our
No matter what your income level, paying the high costs of education can be a major challenge. For parents who opt to send their kids to
As a financial advisor, I’ve heard every financial New Year’s resolution there is. Some include a new savings goal. The better ones focus on a
From delicious holiday treats to carefully wrapped—and hastily unwrapped!—presents under the tree, it’s the time of the year when kids of all
Ask anyone you know if they are right-brained or left-brained, and they’ll probably have a pretty strong opinion on the matter. Artists and
If you visit our offices in Alpharetta, one of the first things you’ll notice is our “Collaboration Café.” Complete with cozy couches, a
I love the art of financial planning. Part of that joy comes from having the opportunity to sit down together and explore the ‘what’ and the
Here’s the good news: Americans are finally taking more vacation time. According to the latest study by Project: Time Off, as a whole, we work
It’s an investing rule of thumb you probably learned from your grandfather: “Don’t eat your principal!” And Grandpa was no fool. Living off
