…Download this article. To learn more about aligning your financial strategies with your life’s goals, or if you need assistance starting these conversations, visit homrichberg.com, email us at info@homrichberg.com, or…
…services for people who cannot complete the routine “activities of daily living” (ADLs). ADLs include using the bathroom, bathing, transferring and feeding, dressing, and personal grooming. Qualifications may vary by…
…department and investor relations team to build a compliant long-term strategy for managing the appropriate level of exposure to the company stock inside the executive’s broader portfolio allocation, including 10b5-1…
…charity and have this count as an “above the line” reduction of adjusted gross income. In addition, the 60% of AGI limitation which normally applies to cash donations will be…
…plan advisers); the FT 400 (financial advisers from traditional broker-dealer firms); and the FT 100 (women financial advisers). About Homrich Berg Founded in 1989, Atlanta-based Homrich Berg is a national…
…I expand, am I now competing with a different group of competitors? Do I want to take on additional personal guarantees to expand facilities or add additional equipment? Is our…
…or family law attorney). When choosing your advisor, it is important to ask how they are compensated. There are three models: Commission-based advisors, like traditional stockbrokers, receive a commission with…
…and employees. As ideal as this location was, the building came with a new challenge: 117 seats and only 65 parking spaces in the building! To face this parking capacity…
…the Financial Industry Regulatory Authority Inc. Scams go unnoticed until an investor files a complaint with a regulator and an investigation commences. Additionally, in the past, private securities were sold…
…it every time they ask for something. Enjoy your summer! To learn more or get help with money lessons for your kids, please email me at gildea@homrichberg.com. Download this article…
…the possible tax free growth especially over longer periods of time due to compounding returns. Contributions in the plan for a short term with little or no growth and used…
…account from the convenience of a phone. Do your research and check ratings and user comments. Sites like NerdWallet and The Balance have ratings for such accounts and a quick…