5 Essential Fiscal Cliff Lessons

By admin | April 4, 2013 |

It all became clear to me…when I turned off the media. It is hype. It is fear based. And most of it isn’t helpful to where you and live everyday.…

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Is your kid ready to handle $5.25 million?

By admin | April 3, 2013 |

$5.25 million: that’s the amount that parents are now allowed to leave to their children, family, favorite charities, and others without being hit with the federal estate tax, thanks to…

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Retirement questions to ask yourself

By admin | March 22, 2013 |

A recent study in Money Magazine found that “making better decisions can dramatically boost your income in retirement.” The decisions that affect your income during retirement are not really the…

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Housing comeback prompting economic growth

By admin | March 13, 2013 |

More often than not, the media portrays doom and gloom with regard to the economy and the fate of Americans. However, I don’t believe this to be the case. With…

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Why Golf Great Phil Mickelson is making changes and you should too.

By admin | March 6, 2013 |

No Dr. Phil, but “Lefty” is fed up with the Fed and so much so he’s ready to make drastic changes.  Even the financial magazines are picking up on the…

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Lessons from Mike Tyson

By admin | March 5, 2013 |

Mike Tyson, the heavy weight boxing champion of the world and one time invincible force in the ring and in the media landed on hard times several years ago. He…

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Arbor Day in Alpharetta

By admin | March 4, 2013 |

Once a year on Arbor Day, members of the Alpharetta community gather together to celebrate the spectacular natural areas present in our city, including the Alpharetta Big Creek Greenway, the…

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Not Fiscal Cliff Discouragement…Personal Peace (part 3)

By admin | March 4, 2013 |

I find most wealthy people tied up in knots about their wealth and what to do with it…not literally and certainly not visibly. In fact if you asked them they’d…

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Not Fiscal Cliff Restraints…Personal Freedom (part 2)

By admin | March 1, 2013 |

Does understanding tax law ever make you feel handcuffed and unclear about the best decision to make about your wealth? If so, you’re not alone. It is said that Joe…

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Five Financial Mistakes to Avoid in 2013

By admin | February 27, 2013 |

It is already February and by now new year resolutions are beginning to fade if not already given up on at this point.  This is really okay – no guilt…

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