Discover retirement planning insights and considerations for Atlanta business owners, from cash balance plans to succession strategies that balance business demands with family priorities.
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Learn strategies for managing aging parents’ care while raising financially responsible kids. Get practical tips about legal planning, family discussions, and teaching money values.
As we enter the 2025 Medicare open enrollment period (October 15, 2024, to December 7, 2024), we are helping break down some of the complexities of Medicare.
As the end of 2024 approaches, now may be a great time to review your current financial status and start developing goals for the new year. Before this year is…
With the potential changes to estate and gift tax laws on the horizon, high-net-worth individuals, especially business owners considering an exit, may want to start planning now to protect their…
Managing multi-generational wealth can be complex in an era of rapid change and evolving family dynamics. The challenges extend beyond the mere preservation of financial assets; they encompass the delicate…
Communicating well during money fights simply takes practice
One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language.
Executives and entrepreneurs face unique financial complexities, particularly when planning for the future.
As the ongoing demands of your professional life increasingly take priority, retirement planning can feel like a problem to be addressed later.
Brought to you by Colin Sturgis, Partner and Wealth Advisor, and Victoria Santini, Planning Associate, this informative webinar is intended to help anyone new to investment planning and financial management learn some basic tips for designing their financial future.
