Insights

Published by Minna Burns I like to clean. As I’m scouring my kitchen and reach for a paper towel, I discover the roll is empty. No problem, I think; I’ll run to the store and get more. I pass my local supermarket but I keep driving. I pull into the parking lot of another store …

I feel wealthiest when I’m surrounded by my loved ones and dear friends; those who have shared laughter and tears, joys and sorrows, successes and failures. The ones who I can see every day or never at all, but still feel like we share a life.

What is a financial plan? I define it as a road map to a confident financial future. Risks are identified, planning opportunities are strategized and the likelihood of accomplishing all financial goals is increased.

Growing up in the Atlanta, Georgia area, high school basketball is huge and there is top talent across the state. According to SBNation.com, the best high school basketball states in the nation are California, Georgia, Florida, New Jersey and Texas.

Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

Published by Scott Ford “If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford in 2005, after his diagnosis with the pancreatic cancer:

Published by Beth Schanou Our clients experience a variety of motivations to commence working with our team on the development of a financial plan.

Published by Jake Bleicher The more time I spend in the real world of finance, the more I question the rationale of textbook theories.

Published by Minna Burns At our firm Management, you hear us talk about our dedication to providing you with the highest level of personal and professional service. We always strive to be your most trusted advisor and are committed to implementing and following a client bill of rights and c …