MarketWatch, December 23, 2011Paul Jacobs reviews Georgia’s advantages as a retirement destination.
We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Shomari Hearn in Bankrate
Bankrate.com, December 20, 2011Shomari Hearn advises caution when planning large gifts for individuals with special needs.
Jonathan Bergman in The Wall Street Journal
Jonathan Bergman emphasizes the importance of clear expectations in intra-family loans.
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Jonathan Bergman in Reuters
Reuters, December 6, 2011Jonathan Bergman explains why a rough market won’t usually hamper high-end holiday spending.
Benjamin Sullivan in Physician’s Money Digest
Benjamin Sullivan identifies common investor biases to avoid.
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Benjamin Sullivan in The Fiscal Times
The Fiscal Times, November 15, 2011Benjamin Sullivan tackles common investor mistakes.
Jonathan Bergman in U.S. News And World Report
U.S. News And World Report, November 4, 2011Jonathan Bergman illustrates the reasons intra-family loans can serve as an attractive alternative …
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Jonathan Bergman in Physician’s Money Digest
Physician’s Money Digest, November 1, 2011Jonathan Bergman reviews some of the benefits of intra-family loans.
Jonathan Bergman in Bankrate
Bankrate, October 30, 2011Jonathan Bergman explains how an intra-family loan can benefit both parents and children.
Larry Elkin and Paul Jacobs In Reuters
Reuters, October 26, 2011Larry Elkin and Paul Jacobs suggest financial strategies for supporting aging parents.
