Newsletter

Our regularly updated newsletter provides timely articles to help you achieve your financial goals. Please come back and visit often.

Previous newsletters  |  Subscribe

January 2026

10 Retirement Saving Tips

Retirement saving rewards consistency more than cleverness. These ten habits help most people end up with more.

Read more

Your Pension: What You're Entitled To

If you have worked for an employer that offers a pension, you may be entitled to a monthly payment in retirement. Knowing what you are owed, and what choices you will face, helps you plan with confidence.

Read more

Credit Rating: Frequently Asked Questions

Your credit rating affects whether you can borrow, what you pay to do it, and sometimes whether you can rent an apartment or open a utility account. These answers cover the basics of how credit reports and scores work and what you can do to improve them.

Read more

Getting Out of Financial Trouble: Steps You Can Take

Falling behind on bills is stressful, but it is rarely hopeless. The sooner you face the problem, the more options you will have. These steps can help you regain control.

Read more

Asset Allocation: How To Diversify For Maximum Return

Asset allocation is the way you divide your investments among broad categories such as stocks, bonds and cash. Research and long experience suggest that this mix, more than the choice of any single investment, drives most of the difference in how a portfoli…

Read more

Death of a Loved One: Frequently Asked Questions

When someone close to you dies, practical financial matters arrive at a time when you least want to handle them. These answers cover the most common questions about taxes and finances.

Read more

Please call us today at (404) 223-5950.

Whether you need help with an IRS problem, your business books or next year's tax plan, we're ready to listen. Tell us a little about your situation and we'll set up a free consultation to talk through how we can help.

Schedule a Consultation