Providing Financial Peace of Mind

We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are Atlanta based fee-only financial advisors and we have fiduciary responsibility to our clients, so we accept no referral fees and sell no commissionable products.

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Wall Street Slump: Your Checklist for When the Market Heads South

An old rule of thumb when it comes to investing is that markets drop more quickly than they rise. Panic strikes suddenly, but optimism creeps in over time. That leads to situations like the most recent Wall Street slump that was preceded by headlines of retail...

Tax Planning and Children: Tax Issues in Holding Assets for Your Kids

In last week’s blog post, I covered the various options for holding assets meant to benefit your child. This week, we’ll take a look at the tax planning issues surrounding assets held for or by your children, as well as how the assets impact eligibility for financial...

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