Personal wealth has its challenges and its opportunities. Who is in your corner to be certain you achieve all you want and when you want it? Among the wealth are…
Read MoreThe fiscal cliff deal, passed at the 11th hour, comes with a great deal of changes, though we’re still waiting for spending cuts and debt ceiling talks. Fortunately for many,…
Read MoreThe Alpharetta Community Center is a great resource for our community, regularly offering exciting, family-friendly events in addition to providing the town residents with several gymnasiums, a center for gymnastics,…
Read MoreThe circus has the remarkable ability to take us back to the wonder and magic of childhood with a wide variety of fantastical performances. This February, the Big Apple Circus…
Read MoreJazz enthusiasts and newcomers alike will be delighted and inspired by the renowned jazz musician Wynton Marsalis. Marsalis is not only a trumpeter but also a composer and bandleader. Marsalis…
Read MoreWhen the fiscal cliff tax law changes were put into law in January, most people fixated on the word “permanent.” Some felt comfort in this and became motivated to do…
Read MoreI continue to hear the mainstream media hype how bad the economy is. It’s stagnant at best if not still declining. Personally don’t believe it and see something different happening…
Read MorePeople smarter than me have invested countless hours of time breaking through and breaking down the thousand page legislation Congress recently put into law. If you’d like the facts on…
Read MoreThe fiscal cliff legislation has presented opportunities for investors that were not available before. One of those options is the ability to convert a 401k to a ROTH. The conversation…
Read MoreWhen you make a philanthropic donation to a cause you care about, you want that donation to do the most good possible. You want to avoid the regrets that come…
Read MoreTop 10 Planned Giving Challenges
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