Are you gearing up for tax season? Taxes are a big part of your financial life, and knowing what you need to get organized before you file can be a big help. Although I don’t personally help clients file their taxes, I partner with their CPAs or tax professionals to help them get organized each… [Read More]
Divorce can be all-consuming. Even if you and your ex-spouse are parting amicably, the divorce process can be draining and emotionally frustrating for everyone involved. From organizing how you’ll divide your finances, to deciding who gets the house, to trying to maintain a positive relationship with one another, your kids, and your shared family members,… [Read More]
Have you ever wondered whether or not Social Security will be around when you retire? You’re not alone. Many people are concerned that by the time they get to retirement, Social Security benefits will largely be defunct. Some financial sources say that this isn’t a fear rooted in reality, that Social Security will be revamped… [Read More]
Many individuals who live in Atlanta, Georgia, work at Coca-Cola, one of the few organizations who still offers an employee pension in America. Many companies have phased out defined benefit plans in favor of defined contribution plans – like a more traditional 401(k). However, Coca-Cola still offers both a pension plan and other retirement savings… [Read More]
What is your picture on your financial jigsaw puzzle of life? What are you trying to build for yourself, your family, or those you care about?