Introducing your No Regrets Personal Wealth CFO

By admin | February 19, 2013 |

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…

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Fiscal Cliff Deal Comes with Estate Tax Changes

By admin | February 18, 2013 |

The 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,…

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Alpharetta Father/Daughter Valentine’s Day Dance

By admin | February 11, 2013 |

The 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,…

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Big Apple Circus in Alpharetta

By admin | February 6, 2013 |

The 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…

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Jazz at Atlanta Symphony Hall

By admin | February 4, 2013 |

Jazz 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…

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Certainty in Uncertain Times

By admin | January 28, 2013 |

When 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…

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Economy Recovery & Luxury Sales

By admin | January 26, 2013 |

I 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…

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Fiscal Cliff Facts (& More)

By admin | January 24, 2013 |

People 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…

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Retirement 401k options

By admin | January 22, 2013 |

The 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…

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Make your donation to charity go further

By admin | January 21, 2013 |

When 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…

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Your Opportunity to Benefit

To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.