In: Financial Planning

choosing the right retirement plan
Understanding Self-Employed Retirement Plan Options
December 2, 2021

One of the topics my self-employed and small business clients consistently ask me about is retirement plan options. When you’re an…

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Women's Retirement Radio
Talking Taxes & Retirement on Women’s Retirement Radio
September 7, 2021

I was honored to be interviewed recently by Russ Thornton on Women’s Retirement Radio. We covered a lot of topics, so…

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Turn Your Tax Dollars Into Giving Dollars
February 2, 2021

Guest post by Chip Brackley, Archetype Wealth Advisors How are your New Year’s resolutions holding up? Maybe you’ve been faithful and…

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Adding Someone (Who Is Not Your Spouse!) To Your Title
January 4, 2021

Guest post by Christian Ross, Esq., Campbell & Brannon I am asked about adding someone to the title of their property…

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The Intersection of Death and Taxes in the 2020 Presidential Election
September 16, 2020

Guest post by Elizabeth Lambert Cox, attorney, Scroggin & Company, P.C. President Donald Trump and Democratic presidential-candidate, Vice President Joe Biden,…

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The Ever-Changing World of Student Loans
September 1, 2020

Guest post by Financial Coach, Meagan Landress, CSLP® Due to both COVID19 relief and other long-standing Department of Education (DoE) goals,…

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Mistakes to Avoid When Estate Planning During COVID-19
July 31, 2020

Guest post by Sarah Siedentopf, Siedentopf Law The 2020 pandemic has made many Georgians aware that preparation is essential when it…

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Turn New Year’s Resolutions into Great Financial Habits with a Little Change in Perspective
January 15, 2020

Guest post by Tana Gildea, principal and financial planner at Homrich Berg How are those New Year’s resolutions holding up? For…

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Are You Protecting Your Most Valuable Asset?
January 13, 2020

Guest post by Chloe Moore, Founder of Financial Staples Disability Insurance is often one of the most overlooked and valuable types…

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Protecting Your Adult Children’s Health and Finances
November 12, 2019

Guest post by Cherish De la Cruz The following discussion is applicable to Georgia residents. If you have questions and live…

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