Personal Finance
When most people hear “529 plan,” they immediately think of college savings. While that is the primary purpose of these accounts, recent rule…
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One of the keys to positive aging in post-retirement life is staying relevant…
The year 2025 is quickly coming to a close, and with it comes…
In mid-January 2025, I received a very ballistic email from a woman new…
If you’re like most people in their 60s and 70s, you’re managing a…
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Many retirees report that good health is one of the most important factors for their happiness in retirement. In addition, avoiding…
A common theme across personal finance literature is that the end of the year brings important financial housekeeping tasks. Budgeting and…
As a business owner you might wish to gift your business to a child or other designated heir. The problem is…
In 2019, an updated Medicare Plan Finder made its debut. Heralding its arrival, the Centers for Medicare and Medicaid Services said…
Reaching retirement is one of life’s major milestones. After years of training and education, decades in the workforce, and diligently saving…
Ex-Truist And Balentine Advisors Leave Behind $4.5 Billion To Launch Atlanta RIA Targeting Families With At Least $30 Million In Assets
Atlanta’s newest RIA firm, MartinWright Advisory, launched Monday with seven employees and a clear mission: Bringing institutional-caliber investment management to complex…
