We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes. In the financial world, women often find themselves in very different circumstances than their male counterparts. Everyone wants…
Kim, Hank and Nick, along with 65 Advisors from nine states that make up the consortium of Integrated Financial Group and LPL Financial advisors converged upon The Westin Atlanta Perimeter North for our annual educational retreat held January 22nd thru 23rd. The Integrated Financial Group’s…
The decision to trust someone with your hard-earned money is very personal. And since you’re basically hiring someone to provide expertise that you don’t have, it can be tough to sort the good expertise from the fluff. Whether you’re looking for a financial advisor…
It’s the most wonderful time of the year…or is it? Are you weighed down by the pressure and busyness of the season? Do you feel obligated to spend and give beyond your means? Don’t. The holidays come every year, and so do January…
Few things come close to touching the pain of losing a child, let alone two children. For the Sosnowski Family, that pain has been a reality since the loss of sisters Melanie in 2001 and Maggie in 2008. Melanie was diagnosed with a rare…
We couldn’t have asked for a more perfect day to be spent with friends and family, supporting such an important cause. Our Walk to End Alzheimer’s event was more than successful, we surpassed our fundraising goal and made it into the Top 5 Teams! We would like to…
We took the trip of a lifetime this summer, but it was a long time coming. Little did we know when we started talks in 2013 with a close group of friends about rafting in the Grand Canyon that it would take over a…
A ‘Pay It Forward’ effort made the news recently when Starbucks patrons in Florida kept paying for coffees in a drive-thru streak that ended with customer number 458. Wow. That’s some positive energy, right there. Pay It Forward has become a cultural phenomenon…
If you’re reading this post, there’s a good chance you’re curious about our new website and refreshed brand. Welcome! We’re excited to launch our Giving More blog. Here we will share relevant financial commentary, investment advice, planning tips and stories about people who are…