Blog

Trying a New Career

Trying a New Career

According to a recent worldwide study of nearly 60,000 employees at over 1,600 companies, job satisfaction is at a three-year low. Factors like unfair treatment, inconsistent pay, unpopular return-to-office policies, a lack of meaning, and global economic uncertainty...

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Preparing Your Adult Children for Inherited Wealth

Preparing Your Adult Children for Inherited Wealth

Most children learn the ins and outs of responsible wealth-building from their parents. As kids grow, simple conversations about saving and spending often branch out into investing, compounding, and comprehensive Life-Centered Planning. But no matter how many good...

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Advice For Life

Cross-Stitch Prophet

Cross-Stitch Prophet

When I was growing up in Washington, Georgia, in the heart of the eastern Georgia Piedmont, there was a cross – stitch…

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Cool Grandma

Cool Grandma

Cool Grandma is almost 80 years old. Cool Grandma has $59,000 in an IRA at MegaBank Corp. and it is pretty much her entire nest egg…

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SMI Transition Planning

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