Wealth Made Simple (yes, really)

If you’re like most people, you’ve probably been battling fear and anxiety as you watch the market plunge. It’s easy to talk about being…

I’ve been on a dining tear through Midtown Atlanta recently, rekindling relationships over great food and great libations. My experiences…

Happy New Year! If you’re like me, you started 2018 with a batch of New Year’s resolutions. And now, almost half-way through January…

Best of the Year and Top Ten lists are everywhere this time of year. Which prompted us to look back and see which blog posts and podcasts…

Women face a unique set of financial challenges when saving for retirement. The gender pay gap, being the primary caregiver, and the…

If you have a will, congratulations! But now you may be wondering, “When should I update my will?” Good question.

A few years ago I realized that my holidays were out of control. Like off the rails, crash and burn, out of control.

With December on the horizon, the end-of-year financial to-do lists are starting to appear. This Year-End Financial Checklist from Charles…

Ask “Who needs an estate plan” and most people think “Not me; I don’t have enough assets to need one.” But an estate plan can be as simple…