SUBSCRIBE TO STAY UP TO DATE

Comparing Your Finances To Your Neighbor’s
Comparing Your Finances To Your Neighbor’s

How often do you find yourself comparing your finances to your neighbor's? Whether it's Halloween candy or your investment accounts, do you ask: Why don't I have what they have? Why don't they have what I have? Why are you not like me? Maybe it's hard to distinguish...

1099 Employee & Self-Employed Considerations
1099 Employee & Self-Employed Considerations

There are so many things to consider when you're working for yourself. Flexibility, autonomy, creativity, and ownership may come to mind, but what about the financial aspect? Let’s hash out two primary differences between being a W-2 vs. a 1099 employee (or...

Stock & Executive Compensation Plans
Stock & Executive Compensation Plans

This can be a confusing part of your compensation package.  So much so that it's often overlooked or executed via a sub-optimal strategy due to lack of education.  Let’s break down some key details related to stock & executive compensation plans: Employee Stock...

Year-End Tax Planning
Year-End Tax Planning

Don't Let Year-End Tax Planning Get You Down! So maybe taxes aren't exactly at the top of your list. But remember, don’t implement these strategies solely for tax purposes – year-end tax planning is part of holistic financial planning. Furthermore, with the Georgia...

Investment Diversification 101
Investment Diversification 101

Do You Have A Diversified Investment Portfolio? What Else Should You Consider? Does the term “investment diversification” make you want to skip this read?  If so, all the more reason to continue! The diversification inherent in your investment portfolio heavily...

If We’re Meeting 3 Years From Now…
If We’re Meeting 3 Years From Now…

​What would have to go well personally and professionally for you to deem this relationship a success? Some common answers I hear are: Establishment of a recurring investment program Implementation of tax-efficient strategies Be free of credit card debt Confidence...