Investing when you do not think you are rich

I don’t think anyone really thinks they are rich, well, maybe Elon Musk and Bill Gates, but the rest of us feel pretty much like we fall somewhere in the middle. Not poor, but not rich either. You are just working hard to provide for you and your family and trying to enjoy your [...]

Does Hiring a Financial Advisor Add Value?

Does an advisor really add enough value to justify the fees? What if you could double your standard of living in just 25 years? Can an advisor really deliver a higher net percentage than a self-managed portfolio? Thanks to studies independently performed by Vanguard and Aon Hewitt, we are able to see clear answers. [...]

Estate Planning – Trusted Partner Sarah White

Sarah White is our recommended estate planning and probate lawyer. Sarah has been an attorney for almost 19 years and loves helping individuals and families plan for the future from her Marietta, Georgia office. During law school Sarah had an estate planning class and loved it so much because she wanted to use her degree [...]

Matthew McConoughey’s thoughts on taking ownership of your life in 2021

The dance of fate and control According to Donald Miller and Matthew McConoughey “Fate is a terrible writer -- and it shouldn’t be the one in the driver’s seat of your life. But there has to be a balance between fate and control, right?” Matthew McConaughey’s take on this topic is an inspiring one, [...]

Freelance and Social Security

Freelance and Social Security Thankfully, there's one benefit you won't have to relinquish if you pursue a freelance career: Social Security. Freelancers have the same access to Social Security as salaried employees and are eligible provided they rack up enough lifetime credits (40 credits). Former freelance workers can begin collecting those benefits between age [...]

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