For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

What Does The CARES Act Mean For Your North Atlanta Small Business?

These days are moving VERY quickly, and we are working VERY hard to get communication out to our North Atlanta clients and friends.You probably already heard that the CARES Act (the mammoth 880+ page disaster relief bill) was signed over the weekend, and help IS...

What You Need to Know About the Paycheck Protection Program (PPP)

Last Saturday, President Donald Trump signed a bill that reopened the application window for the Paycheck Protection Program (PPP). It was just a few hours until it was scheduled to close when the U.S. House of Representatives and the Senate approved the legislation...

How To Support Your Employees: Making Use of the Section 139 Disaster Relief

When you think about businesses, the most important element that makes it work is the group of people that it is composed of. That is why when disasters happen, most employers understand that the best asset that they have is their employees.  Employers would want the...

Five Ways To Get Small Business Help Right Now For Your North Atlanta Business

I'd like to simplify things for you today. There is so. much. noise. right now about how to survive (even thrive) in the midst of this very difficult season. "Pivot" they say. And yes, if you are running a business, these times call for a bit of a shift. Only a very...

Getting Cash Quickly

It's been a truly challenging proposition this year for people – economies are shut down or slowed, jobs and layoffs are constantly impacting income, and children are forced to stay home for virtual schools. In all the struggle, though, some useful ways to create...

Things To Consider With Financial Advisors

Just about every day, the phone rings with a client or a friend of one asking about financial advisors. "Do I know this firm?" "Are they any good?" "Can I trust them?" All great questions, and all revolve around one root concern: What should we look for when we try to...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Atlanta small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Travel Nurse Tax Deductions

There are so many benefits of being a travel nurse. Not only do you get to travel the world, now there are tax deductions that you can take advantage of! Let's first discuss why filing taxes as a travel nurse can be a little more complicated than the norm: Multiple...

Solving Problems in Atlanta Businesses with Effective Solutions

There's this idea out there among many wannabe Atlanta business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the sharks...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
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