As Atlanta financial planners, we work with clients who have received an inheritance. The process of receiving an inheritance is often fraught with emotion – on the one hand, the client has lost a loved… Read More
Fee Only Wealth Management: How to Optimize Charitable Giving
Charitable giving is a key topic in fee only wealth management, and client interest in the topic usually peaks around the holiday season. Not only are people more charitably inclined that time of year, but… Read More
Planning for Early Retirement – 4 Things to Consider
Whenever I meet with prospective clients, “tomorrow” is the number one response to the question of when they’d like to retire. The answer is usually tongue-in-cheek, because most people aren’t in a position to retire… Read More
7 Things to Consider if Obergefell v. Hodges Affects You
One of the bigger Supreme Court decisions in recent years was that of Obergefell v. Hodges in which the court found it unconstitutional to ban same-sex marriage. The decision was announced a little over a… Read More
Trying to Reason with Hurricane Season – Notes from a Financial Advisor
As the owner of a house on the coast – and a financial advisor – the sight of a Weather Channel meteorologist standing on a beach while being lashed by wind and rain now gets… Read More
Retirement Planning and Reverse Mortgages
One of the questions clients ask from time-to-time is whether we include their house as an asset when we do retirement planning. Typically, if the plan is to remain in the house for the duration… Read More
A Comparison of Trump and Clinton Economic Plans
In our most recent newsletter, I discussed a few sources that offer aggregated polling information as polling averages are more instructive (and much less prone to cherry-picking) than any individual poll. For those of you who… Read More
The Benefits of A Fiduciary Standard and Tracking the Polls
The Department of Labor’s Fiduciary Standard – A Win for Consumers One of the more absurd claims Wall Street brokers have long been able to make is that they weren’t really offering advice to clients… Read More
The UK Exit from the EU
Britain voted yesterday on whether to remain a member of the European Union, and as results were tallied overnight it became clear that the “No” camp had won. Markets do not like surprises and this… Read More
How Couples Can Get the Most Out of Social Security
In our last blog post, we discussed what individuals should consider when attempting to maximize social security benefits. When it comes to couples, however, the considerations become more complex. If you are married, you can… Read More