Life happens. As circumstances and goals evolve, do you have confidence and resilience to continue enjoying the journey? Learn how having back-up financial
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What can you use a 529 plan to pay for? Can the plan help pay for K-12 school tuition? Can I pay for student housing with 529 distributions?
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Do you file your tax return and then forget about taxes until next year? Tax planning should be ongoing and thought about throughout the year! Here are some
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"What's your number?" Should we rely on retirement calculators and general rules to determine retirement capital needs?
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Do historical evidence, abundance, and rapid vaccine development refute what some believe is a slowdown in technological innovation?
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Welcome to Forecast Season. It's that time of year! Skip the forecasts and instead focus on these 6 planning suggestions.
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By Jeff Bernier
Before enlightenment, chop wood, carry water.
After enlightenment, chop wood, carry water.Zen Proverb
When Mark Richt was head
By Jeff Bernier
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Does past investment performance predict future results? In this month's blog, how one bias can cause investors to favor recent events over historic ones which
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