Sign up for our newsletter to get weekly, original articles directly in your inbox.
Improving Your Retirement Mindset Planning for one’s retirement has always been somewhat the same. You work, you save, you retire, and the process repeats from
Avoiding Tax Mishaps The excitement of the new year has passed and the dread of tax season is upon us. Depending on your situation, the
About Social Security… Social Security is a foundation many rely upon for financial stability in their retirement years. As of September of last year, more
Is the 60/40 Portfolio Still Relevant? The 60/40 investment strategy advises investors to place 60% of their portfolio in equities and 40% into bonds and
Index Funds and Mutual Funds Index and Mutual Funds certainly have their similarities. Both offer a way to diversify your portfolio and both are usually
Making Use of Yields in Recessions For the last several decades, investors have relied heavily on asset and equity growth in the market to improve
Turning Investment Losses into Tax Gains When markets become more volatile and your investments seem to be doing poorly, it can become worrisome for your
3 Important Considerations for Purchasing a Second Home The purchasing of a secondhome is often a multi-faceted decision. Sometimes you’re spending so much time in
Retirement Curveballs If retirement is on your mind, you’ve learned the lesson by now that things don’t always go the way you would like them
A large part of your retirement planning will revolve around mitigation of fees and taxes that could potentially be incurred in the future. One way
Our commitment is to always put your interests first and do our very best to design a plan to help you to protect and grow your assets.
ATHENS OFFICE
1551 Jennings Mill Road
Suite 2600-D
Watkinsville, GA 30677
(770) 535-5000
(770) 535-5018