Jimmy Trimble, CFP®

Home
/ Insights and News

A blog titled What’s Next for the C-Suite Leader: Leaving a Lasting Legacy by Jimmy Trimble. The text includes advice for retiring leaders: consider exciting roles, list unfulfilled desires, and determine mentorship goals. A man in a suit is pictured.

April 7, 2025

What’s Next For The C-Suite Leader-Leaving a Lasting Legacy

A blog titled Caring For Aging Parents: Essential Questions And Strategies by Jimmy Trimble. It highlights factors like emotional preparation, medical advocacy, addressing mental health, financial planning, legal documents, and balancing responsibilities.

February 5, 2025

Caring For Aging Parents: Essential Questions And Strategies

A group of five people smile for a selfie in Times Square, with 2023 visible in bright lights behind them. The text reads: Beyond the Numbers: Embracing the New Year With Purpose And Joy, by Jimmy Trimble, CFP®, Director at Homrich Berg.

January 2, 2025

Beyond The Numbers: Embracing the New Year With Purpose And Joy

A lush green landscape with a train crossing a bridge. The graphic includes text about discovering new places by train, highlighting comfort and convenience. A small photo of the articles author is on the left side.

December 10, 2024

Beyond The Numbers: Why Drive or Fly When You Can Discover New Places by Train?

A woman with long red hair writes in a notebook at a table. The image promotes a seminar titled Beyond the Numbers: Creating A Legacy: Writing And Publishing Your Memoir. A small photo of the author, Jimmy Trimble, is included.

October 10, 2024

Beyond The Numbers: Creating A Legacy: Writing And Publishing Your Memoir

September 4, 2024

Beyond The Numbers: The Art Of Collecting Fine Wine

Image titled Beyond the Numbers: Navigate The College Application Process With These Eight Tips featuring sticky notes with tips: Start Early, Research Thoroughly, Utilize Counselors, Encourage Activities, Prepare for Standardized Tests, Craft a Strong Application, Stay Organized, and Understand Deadlines. Author Jimmy Trimbles photo is at the bottom.

July 22, 2024

Beyond The Numbers: Navigate The College Application Process With These Eight Tips

A collage of six travel-themed photos with children is displayed against a red background. The title reads Beyond the Numbers: Six Ideas for Traveling Adventures With Kids. The bottom features author details: Jimmy Trimble, CIP, Director at Homrich Berg.

June 24, 2024

Beyond The Numbers: Six Ideas For Traveling Adventures With Kids

A collage spelling HEALTH with images of a salad, yoga, doctor, and gym. Text: Beyond the Numbers: Investing In Health: Advanced Personal Healthcare Options. Quote: The best investment we can make is in our health. Author: Jimmy Trimble.

May 14, 2024

Beyond The Numbers: Investing In Health: Advanced Personal Healthcare Options

A group of jockeys on horseback racing on a track. Text above reads: Beyond the Numbers: Derby Day Decoded - Uncover The Thrill Of Churchill Downs For First Timers. Below, a description of the Kentucky Derby and a mention of author Jimmy Trimble.

April 19, 2024

Beyond The Numbers: Derby Day Decoded – Uncover The Thrill Of Churchill Downs For First Timers

A diverse group of people at a community kitchen serve meals to individuals in line. Smiles and friendly interactions are visible as volunteers wearing red aprons distribute food. Natural light fills the room through nearby windows.

February 13, 2024

Beyond The Numbers: Helping Yourself By Helping Others

A collage of colorful sticky notes with resolutions like Enjoy life, Get fit, and Find new job surrounds text about sticking to New Year’s resolutions. Below is a small photo of a person labeled as the author, Jimmy Trimble, CFP®, Director.

January 8, 2024

Beyond The Numbers: New Beginnings: Crafting And Keeping Meaningful New Year’s Resolutions

Want To Learn More About HB?