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Giving More Tag

From Southern Company to Santa Claus

Posted by Financial Strategies Group in Retirement

Jerry Gallagher’s joy is contagious; it energizes everyone he meets. His kind words and happy laugh brighten days and draw people to him everywhere he goes. So when Jerry started growing out his beard this summer, it came as no surprise when a man at…

Planes, Trains and Wills

Posted by Kimberly DeProspero in Financial Planning

Recently within a period of days, we received 4 or 5 phone calls from clients requesting updates to their beneficiaries, wills and trusts. Why?   The common thread was this: everyone had upcoming plans to travel overseas.   So why does flying over the Atlantic…