In last week’s post we outlined issues to consider when it comes to investing an inheritance. This week, we’ll look at a case study for someone receiving an inheritance. We believe financial advisors should keep… Read More
Invest an Inheritance
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
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
Obergefell and Financial Plans for Same Sex Couples
Over the years, we’ve worked with a number of same sex couples. Many have been together for years, some are married and yet until the recent Supreme Court decision, their plans often differed markedly from… Read More
June 2010 Newsletter
As I’ve discussed in previous newsletters, there have been a number of changes to tax laws in 2010, and there are none that are likely to have a wider impact than changes to Roth conversion… Read More
February 2010 Newsletter
Tax season and the first hints of spring tend to arrive in concert here in Atlanta, and this year is no exception. After what has seemed an unusually harsh winter, the mercury is forecast to… Read More