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Planning Ideas to Consider in a Market Downturn (that do not involve major changes to your portfolio)

By: Todd Hall March 12, 2020 Two news stories dominating the headlines these days are the spread of Coronavirus (COVID-19) and the stock market reaction. Just like with previous market…

Better Odds than the Lottery: Escheatment?

By Tom Houle and Kayte Tarantino 02/25/2020 As simple as clicking a few buttons on your PC, you may claim your portion of the over $4 billion in unclaimed assets…

Homrich Berg Names Kyle Glenn, CFA as Chief Operating Officer

ATLANTA – February 11, 2020 – Homrich Berg is pleased to announce that Kyle Glenn, CFA has joined the HB executive team as Chief Operating Officer. Kyle started his career…

Top 5 Ways The SECURE Act May Impact Your Retirement Accounts

By Jaime Ruff and Todd Hall December 23, 2019 Packaged with the recent spending bill was some of the most significant retirement plan legislation to come along in years. The…

Four Ways an HSA Can Fortify Your Retirement Savings

01/28/2020 When it comes to retirement planning most of us think firstly of our 401k, Pension, and maybe our Roth IRA. However, many never consider saving for one of retirement’s…

Andy-Berg

Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2020

ATLANTA – January 24, 2020 – Homrich Berg is pleased to announce that CEO Andy Berg was named to Atlanta Magazine 500 Most Powerful Leaders in 2020. Andy is co-founder…

One Financial Habit That Trumps All the Resolutions

By: Tana Gildea 01/22/2020 Most of us look to the new year as an opportunity to “start again,” clean up our bad habits, make big changes, and reach for the…

A Buyer For Your Business Is On The Line- Do You Answer The Call?

By: Tom Houle 01/14/2020 As a former business owner, I found myself on the receiving end of that phone call at least five times a week, so much so that…

Mike-Landsberg

Homrich Berg Names Michael D. Landsberg as Principal

ATLANTA – 1/10/2020 – Homrich Berg (HB) is pleased to announce the appointment of Michael (Mike) D. Landsberg, CPA, CFP®, CPWA, PFS, as the newest Principal for the firm. “Mike…

Homrich Berg Names Veteran Wealth Management Leader Thomas Carroll, CFP® As President

ATLANTA – 01/08/2020 – Homrich Berg is pleased to announce that veteran wealth management leader Thomas Carroll has joined the HB executive team as President. Thomas joins HB after an…

SECURE 2.0 Act 529 Plan Rollover Requirements

Download this infographic. To learn more about these requirements, please read this blog….