Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…
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As the end of 2021 approaches, charitable giving may be at the forefront of your year-end planning. Considering recent tax changes, it is important to review various strategies to gift in a tax-efficient manner.
Unraveling the Mysteries of Medicare As we enter the 2022 Medicare open enrollment period (October 15, 2021, to December 7, 2021), we are helping to break down some of the…
So, you’ve got some extra cash, and you want to leverage it in a way that can support you in growing, protecting, giving, and living your wealth to the fullest.
We are pleased to introduce SignatureStories, a video series of people discussing their journey of wealth, happiness and ultimately, their NET WORTHWHILE™. Please Note: No portion of the video content…
It’s that time of year again – the resolutions rush – the time of year when people resolve to make better choices, live better lives and be all around better…
