Blog

Reducing Pollution and Saving Money on Earth Day

2017-04-24T15:31:10-04:00April 23rd, 2017|Blog|

As we honor Earth Day this weekend, many of you may be considering your own impact on the environment. What are some ways I can reduce waste and pollution, while also saving money? Considering your driving habits is a great place to start. A University of Toronto study suggested that just a quarter of older or [...]

Need more time to file your taxes?

2017-03-27T10:46:24-04:00March 27th, 2017|Blog|

Whether you are still waiting on a needed form, or just know you won't have time to file your taxes before the deadline (April 18), you might be considering filing an extension. If this is unchartered territory for you, there are a few things you should keep in mind. Extensions give you until October 16 to [...]

How to Discuss Finances With Your Partner

2017-02-20T12:17:18-05:00February 20th, 2017|Blog|

While it is always important to foster open and honest communication with your partner, money and budgeting can be a significant point of contention. Many of us bring unique budgeting styles, financial goals, and financial habits to relationships, and it can be difficult to compromise and even learn from your partner. However, consistently discussing finances [...]

What is a fiduciary?

2017-01-23T20:42:37-05:00January 16th, 2017|Blog|

There are a lot of terms and titles used to describe financial advisors, and it can be difficult to keep track of their various meanings. One term you may hear is fiduciary or fiduciary standard. But what do those words mean? A fiduciary manages another person’s assets and is legally and ethically obligated to act in that person’s [...]

Georgia 2017 tax refunds may be delayed

2017-01-04T16:41:55-05:00January 4th, 2017|Blog|

As we enter into tax season, it's always important to stay aware of the risk of tax fraud. Remember, filing early is one of the best ways to avoid fraud, and it ensures you can get your return even quicker. The Georgia Department of Revenue (DOR) is also implementing some precautionary measures to reduce the [...]

Saving Money and Shedding Pounds in the New Year

2016-12-11T18:09:15-05:00December 11th, 2016|Blog|

What's your New Year's resolution? You might be considering a new diet or exercise regimen, but as you look to shedding a few pounds, you might also consider trimming down your budget. You could be thinking, Hey! You're only supposed to have one New Year's Resolution! That may be true, but what if you follow the exact same steps [...]