10 Nov COP26: 2021 United Nations Climate Change Conference
These past weeks have seen the 2021 United Nations Climate Change Conference, also known as COP26, take place in Glasgow, Scotland. Originally planned for 2020, it is the 26th United...
Atlanta financial planning Tag
11 Oct Harvard Pivots on Fossil Fuels
Last month Harvard University disclosed that their funds would no longer invest in fossil fuels. That’s a nearly $42 billion endowment, shifting gears in the right direction. As a New York...
08 Dec Is Now a Good Time to Consider a Roth Conversion?
This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you've been thinking about converting your traditional IRA to a...
04 Dec Homeownership Rate Spikes During Quarantine
The U.S. homeownership rate jumped by 2.6% in the second quarter of 2020, the largest quarterly increase on record, bringing it to a level last seen in 2008. Part of...
01 Dec Year-End 2020 Tax Tips
Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year Consider opportunities to defer income to 2021, particularly if...
27 Nov Lessons from the Lockdown: A Back-to-Basics Holiday
If there is one thing the COVID-19 stay-at-home orders demonstrated, it was the need to find joy in simple pleasures. In fact, 43% of respondents to one survey said they...
24 Nov Baby Boomers Buying More Online
The coronavirus pandemic has forced consumers to change many habits, including how they shop. This is particularly true for baby boomers (ages 56 to 74). Nearly half (45%) said they...
20 Nov Seeking Sun or Savings? Explore a Retirement Move
Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the end of a career brings the freedom to...
17 Nov Should You Pay Off Student Loans Early or Save More for Retirement?
For adults with student debt and extra money on hand, deciding whether to pay off student loans early or put those funds toward retirement can be tricky. It's a financial...
06 Nov Five Investment Tasks to Tackle by Year-End
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether...