Service Levels and Costs
…(or a combination of a flat fee and lower % of assets under management) linked specifically to the desired level of complex services needed by the family. The charts show…
Search Results
5 Tips For Keeping Your Digital Life Secure
…keep your digital life secure. 1. Configure all of your computers to automatically download and install operating system updates. The steps for setting up automatic updates vary slightly based on…
Trekking Travel Tools – Documents
…case you lose your originals. I always keep an on-line copy of these on my iPad and a copy back at work to facilitate replacement if these are lost or…
It’s All Relative; Family Matters in Business Succession
…his business to his sons, but because of lack of communication and planning, feelings of entitlement, sibling rivalry and pure greed, the Gucci family was ousted from the company by…
John Taylor Named as one of UGA FACS 100 Centennial Honorees!
…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 opportunities in financial planning…
Charitable Planning
…write off, supporting charities can be an important part of your financial life. Homrich Berg has a strong culture of giving and believes in giving back to our community. Working together,…
Mission / Values
…in our complex and evolving profession. We Value Innovation We are constantly seeking new ways to improve the experience of our clients and our people. We Value Community We proudly…
Family Offices: Does Your Client Need One?
…like they’re working with mom or dad’s advisor. They can establish their own rapport with the person they feel most comfortable with. Klein: Have you helped families whose members have…
How Do I Love Thee? Let Me Invest In A Roth IRA For You.
…Hopefully you don’t withdraw the funds early as you want to keep that money earning tax-free income. Drawbacks of a Roth Penalty-free and tax-free withdrawals (except as noted above) begin…
Insurance Planning
…protect my assets? As always, our advice is completely objective and independent with no financial incentives involved in choosing providers or solutions, because as a fee only advisor we do not sell…
Homrich Berg Financial Planning Update
…from the CDC or WHO. Use sites like www.coronavirus.gov and https://www.cdc.gov/coronavirus to get the latest information. 2) Fake websites, products, and virus tests – Ignore online offers for vaccinations,…
Beyond The Numbers: Elevating Life’s Journey – Why Life-Long Learning Matters For Personal Growth And Development For Every Stage
…life’s interactions and experiences. In addition to the popular and free Khan Academy, this article from intelligent.com offers reviews of nine online course providers, many of which have free options….