We love hearing what our clients are up to, especially when it involves starting a completely new life adventure. The best part of our job is hearing about when the long-term life and financial goals we help our clients set out to achieve, actually come…
When should you begin collecting Social Security? The answer depends in part on how long you think you’ll be around to collect it. A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during…
We know that when it comes to choosing a person you trust your financial well-being and future with, you have a lot of options. There are a multitude of investment professionals very much capable of assessing your current financial situation and providing direction on how…
One of the biggest challenges we face as advisors is highlighting the importance of not letting your emotions get the best of your investments. Allowing emotions to become mixed up in decisions that involve the stock market is never a good idea. We’d even go…
Every year our consortium group of independent financial advisors, Integrated Financial Group meets in Atlanta for a retreat to network with peer advisors and bounce ideas off of one another, and more specifically share ideas for improvement between firms. This year was more special because…
Are you ready for Hurricane season? As most of you are aware, especially from all the content being shared on “how to best prepare for a storm” lately. Hurricane season “officially” started on June 1st. I recently read an article myself where the author highlighted…
Kimberly DeProspero, CFP® speaks at the LPL Master’s Conference Financial Strategies Group: Marketing to Millennials Phoenix, AZ:Kim was recently asked to speak at the LPL Masters Conference about the importance of instilling a sense of financial literacy among today’s millennials. The annual event is attended…
What does it mean to have an attitude of gratitude? It is that time of year when giving thanks is top of mind, and an attitude of gratitude means making it a habit to express thankfulness and appreciation in all parts of your life,…