Articles
Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.
When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to
LLC & Small Business Owners: What FinCEN’s New Reporting Requirement Means For You
As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN), a U.S. Department of the Treasury bureau, began requiring a sizable portion of U.S.
Six Lessons Learned On The Happiest Retirees Podcast
It’s been six months since we launched the Happiest Retirees podcast. As the title might suggest, the mission was to find the world’s happiest retirees
Women + Money: Finding Your Way to Financial Confidence
Over the past few months, my colleague Adria DeMeo and I have had the opportunity to speak at a couple of women’s events. We presented
Lessons from The Psychology of Money: Part One
Morgan Housel’s The Psychology of Money sold millions of copies, and for good reason. Published in 2020, its astute money lessons catapulted it to instantly
The Peach State Tax Update…(In Case You Missed It)
To say that my wife Amanda loves the musical Hamilton would be an understatement. I remember how excited she was when we went to see
Five Money Secrets Of The Happiest Retirees
Securing retirement happiness often requires fighting against financial tunnel vision. Having enough in the bank is the starting point, not the finish line. That said,
Maximizing Your Social Security With Mary Beth Franklin: Part One
Social Security is an absolutely crucial element of many retirement plans across the United States. Understandably, people want to know how to maximize their earnings,
What Retirees Need To Know About The Hidden Power Of Dividends
Dividends are a way for companies to return a portion of their profits to shareholders. Call it a cash reward for being an investor—each allotment is
How To Use Nick Saban’s Football Process For Retirement Planning
Nick Saban, one of the most storied and successful coaches in the history of college football, recently retired. His career took him from the University
What An S&P 500 All-Time High Could Mean For Your Investments
The S&P 500 recently notched its first record close in more than two years. After falling more than 25% in 2022, the S&P 500 rose
The Army Of American Productivity And Your Retirement
A recent Gallup study showed that only 31% of the workforce in the U.S. and Canada loved or even liked their jobs, referring to this group as
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