Saving for Retirement: Understanding Brokerage Accounts vs. IRAs
Brokerage account vs. IRA can be a difficult choice for many people. While there are significant tax advantages with IRAs, limited annual contributions...
16 March, 2021
Planning Perspectives
Is a Charitable Remainder Trust Right for You?
A charitable remainder trust can offer estate planners the best of both worlds: Enjoying the tax advantages of donating to charity while being...
11 March, 2021
Understanding How to Use Georgia’s 529 Plan to Save for College
Georgia’s 529 college savings plan, also known as the Path2College 529 plan, offers significant tax advantages to Georgia residents....
09 March, 2021
3 Wealth Management Strategies All Entrepreneurs Should Know
Entrepreneurs may be so focused on their business that they overlook the need to consider wealth management strategies to protect their growing income....
02 March, 2021
How to Transition Out of Owning Your Company
Is it time to transition out of owning your company? Transferring ownership of a company you built can have several wealth building advantages...
02 March, 2021
Is a Grantor Trust the Best Choice for Your Family?
A grantor trust allows you to create a trust while still living to ensure a quick transfer of assets. But is it right...
12 February, 2021
How Important Is It to Name a Contingent Beneficiary?
Naming a contingent beneficiary is crucial to keeping your assets out of probate court. Learn more in this article....
08 February, 2021
Revocable vs. Irrevocable Trusts: Which Is Right for You?
Revocable and irrevocable trusts both have benefits and disadvantages, so which is right for you? Learn how to make the right decision....
01 February, 2021
The Ins & Outs of the Generation-Skipping Transfer Tax
by Jay Bowen When it comes to creating a plan that will transform your personal wealth into generational wealth, understanding the intricacies of inheritance...
25 January, 2021
How to Grow and Maintain Generational Wealth
You’ve created wealth for generations to come. Now how do you protect it, grow it and pass it on? Learn the top generational...
18 January, 2021