Broker Check

Blog

Thursday, February 2, 2023

Check out this article, written by Ande Frazier, as seen in the Northwest Georgia Living Magazine Jan-Feb 2023 edition. The True Cost of Inflation

Monday, January 30, 2023

Everyone, it seems, worries about the economics of retirement. Will you have enough to retire? Will you outlive your money? Will you be able to afford healthcare as you age? And what about housing costs, emergencies, and especially...

Tuesday, January 24, 2023

You’ve worked hard to make your business successful. But if your retirement planning has taken a back seat to your business over the years, you may feel it’s time for a change. Even if you have done some planning for...

Monday, December 26, 2022

Why might most football coaches be sound business succession planners? They understand that sketching out a solid game plan is important and needs to be revisited from time to time. As a business owner, you may believe that you...

Monday, December 19, 2022

Benjamin Franklin once said, “a penny saved is a penny earned.” One way to find the money to meet your spending or saving needs is to examine your current spending habits and consider eliminating money wasters. Top...

Show All

Tuesday, December 13, 2022

We believe the best client is an informed client. For this reason, throughout the year we provide our clients with a wealth of consistent and pertinent information on financial topics and markets conditions, including quarterly reports...

Friday, November 25, 2022

Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. This could explain why some experts say financial problems are one of the top reasons marriages fail.1...

Tuesday, November 22, 2022

Read below and take a look at how and when to take social security benefits and what to know about taxation. Social Security Benefits

Friday, November 11, 2022

When you have your own company, you carry a lot of responsibility. You’re the head of business development, human resources and operations — just to name a few. As you manage all the moving parts, worries can arise. Will...

Tuesday, November 1, 2022

Do you own a business? Do you have an exit strategy? Answer these questions in preparation for bidding farewell to a business you own:Exit Planning

Tuesday, October 18, 2022

Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…back now? Good. As a noun, it can be two things. It can refer to an action or system by which a...

Wednesday, October 5, 2022

The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may deal with the loss of a...

Tuesday, September 27, 2022

The Social Security Disability Insurance program is projected to pay out approximately $133 billion in benefits in 2020. And with new applicants each year, the system is expected to exhaust its reserves at the end of 2035 if changes...

Wednesday, September 21, 2022

Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…back now? Good. As a noun, it can be two things. It can refer to an action or system by which a...

Tuesday, September 6, 2022

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a...

Wednesday, August 31, 2022

Did you know that September is Life Insurance Awareness Month?Each year, September serves as a month of protection preparedness and awareness. This year, we’re focusing on “The Whole Picture: The Many Holistic Benefits of...

Wednesday, August 3, 2022

It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you. Or a stronger you. Or a you that can finally speak Italian, make perfect risotto, and...

Wednesday, July 20, 2022

July 2022Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.• Goals still the...

Friday, July 8, 2022

As a certified financial planner, I often find that working with people and their money is like solving a good puzzle. This is especially true when I work with those in the "sandwich generation". The sandwich generation is defined as...

Friday, June 24, 2022

During the last few years, borrowers and spenders have enjoyed historically low interest rates. However, analysts all agreed that at the Federal Reserve’s June meeting, interest rates were going to be increased. Although rising...

Monday, June 6, 2022

_____________________________________________________________________________Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially...