Multi-Generational Family
Home / / The examples highlight unique needs of multi-generational family clients that can be addressed by their HB client service team, going beyond our usual financial planning and investment…
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Multi-Generational Planning
…leave to the kids in my estate plan? These are many of the questions facing wealthy families as they look ahead and worry about the future generations of their family. HB…
The Retirement Plan Menu of the Self-Employed…and those that work for them.
…available. (1) Kochhar, Rakesh (2021, November 3) The self-employed are back at work in pre-COVID-19 numbers, but their businesses have smaller payrolls. Pew Research Center. https://www.pewresearch.org/fact-tank/2021/11/03/the-self-employed-are-back-at-work-in-pre-covid-19-numbers-but-their-businesses-have-smaller-payrolls/ Important Disclosures This article…
Five Tips To Embrace Solo Travel As A Suddenly Single Woman
…your trip more enjoyable and less stressful. Use this link to explore some destinations: www.lonelyplanet.com/. 2. Planning and Preparation As with all things in life, being well-prepared is key. Research your…
Common Estate Planning Mistakes We See At HB
…million of additional estate tax exemption. You would want to review these types of options with your estate attorney and financial advisor. These are only six examples of all of…
Homrich Berg Principal John Taylor Named Honoree of University of Georgia FACS 100
…variety of capacities including campus lectures, Microsoft Excel labs, and the alumni advisory board. “Homrich Berg has a strong culture of financial literacy. John’s commitment to research and advancing student…
Investments
Home / / Dedicated Investment Staff Navigating the Markets for You Investment Research Investment Operations…
Our Investment Expertise
…investments staff as well as multiple additional HB principals (including two more CFA® charterholders) who come together twice a month to share their over 150 years of combined experience to review…
Georgia Tax Credits For Individuals
…at HomrichBerg.com. Download this article here. Important Disclosures This article may not be copied, reproduced, or distributed without Homrich Berg’s prior written consent. All information is as of date…
HB Perspective: Has the Wall Street Economy Become Disconnected from Main Street?
…were 331 companies that had stock prices down more than 10%, including 197 companies that were down more than 25%. Those large companies we singled out are real outliers. The…
One Financial Habit That Trumps All The Resolutions
…the cheaper camp?” Challenging family members to come up with ideas for free activities can create a little fun competition and identify the plethora of activities that don’t cost much…
Financial Team Leader
…serving as the CFO of your family. We can work closely with your other advisors such as your CPA, estate attorney, or insurance agents. We can assist with getting things…