24 Mar Why Comprehensive Financial Planning Is Important, Now More Than Ever
From experience comes wisdom, from wisdom comes confidence, and from confidence comes a sense of peace....
Financial Planning Tag
05 Oct Putting “Family” in Financial Planning
It is very helpful for the entire family to understand financial goals and what it takes to reach them....
13 Jul SHWM Ranked Among Top 150 Firms by AUM
Smith & Howard Wealth Management ranked among Top 150 Wealth Magnets by Accounting Today....
10 Jul How Does Real Estate Fit into Your Financial Plan?
Compared to stocks, bonds and most other investment vehicles, real estate is a highly tangible asset – and an emotional...
09 Mar Estate Planning: Choosing the Right Executor
Jane* was a strong woman who lived a simple and honest life. She grew up in the depression, married...
03 Nov Collectibles and Your Portfolio
For most investors, collecting is usually an activity best approached as a labor of love, something done for the enjoyment...
13 Oct Hoping to join the Centenarians Club One Day?
Healthy lifestyles and great genes are big contributors to longevity. If you hope to be among the elite group of...
10 Sep How to Pay for College
It’s never too early to start saving for your child’s college education. In fact, unless you started saving when your...
29 Jun Is College a Worthwhile Investment in the New Economy?
If the 24-hour news cycle’s barrage of bad economic news is impacting your kids’ college game plan, I have some...
20 May Before You Say “I Do” – The Pros of a Prenuptial Agreement
With wedding season fast approaching, brides and grooms are beginning to think about gowns, tuxes, receptions and honeymoons. While a...
14 May Women and Wealth: Four Things You Need to Know to Secure Your Financial Future
Women today are earning and controlling more of our nation’s wealth – and becoming more affluent. Even so, they generally...
15 Sep Social Security Benefits: When and How to Take Benefits
Retirees and those working hard to get there all face three major threats to a financial well-being in their golden...