If you work for Emory University or Emory Healthcare and have questions about your timeline for retirement, you’re not alone. We’re local, fee-only financial advisors with extensive experience with Emory retirement benefits, and one of… 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
How to Maximize Social Security in Retirement
Social Security is a core component of every retirement plan, yet few couples approaching retirement are aware of the nuances of Social Security and how to maximize their income in retirement. Choices about when to… Read More
June 2015 – Medical Expenses, Cybersecurity and Taxes
Medical Expenses in Retirement Micah Porter, CFA, CFP® Quite often, one of the biggest financial concerns clients have as they face retirement are medical expenses. They don’t know what to expect, and articles in the… Read More
Financial plan for couple in late 30s planning to adopt
David and Susan are in a strong financial position, but the recent decision to adopt has led them to the decision to have a comprehensive plan done. Both David and Susan earn high incomes, and… Read More