Should I Rollover 529 Funds To A Roth IRA?
…team, call 404.264.1400, or complete our contact us form. This blog was written by our Director of Financial Planning, Isaac Bradley and Senior Associate, Andrew Robertson. Download this article. Click…
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Charitable Giving with Donor Advised Funds
…community. Community foundations often charge higher fees than the national organizations in order to support these additional services. The Community Foundation for Greater Atlanta is an example. Many other large…
HB Perspective on Market Expectations and U.S. GDP
…23% of U.S. GDP. In addition, as the world continues to be locked down the demand for oil has plummeted which has left many oil-related companies facing substantial job losses…
Beyond The Numbers: Four Tips For Protecting Your Family’s Digital Legacy
…like your name, email address, birth date, or where you live. MFA compliments your password by providing a roadblock when your credentials have been compromised. If your password is hacked,…
Georgia
Home / About Us / / In addition to HB’s headquarters in Buckhead, we have offices in Alpharetta, Augusta, and Sandy Springs. These offices provide financial planning, investment management, foundation…
How Can I Help Those Impacted By COVID-19?
…patients. The Giving Kitchen www.thegivingkitchen.org Giving Kitchen provides emergency assistance to food service workers through financial support and a network of community resources. Medshare www.medshare.org Providing medical supplies and equipment…
Your College Piggy Bank – The 529 Savings Account
…college years come around faster than you think! To your financial success! Download this article. To learn more or get help planning your financial goals, please email me at gildea@homrichberg.com….
Help Your Kids March Towards Financial Security – Part 2
…convenience of a cell phone. Do your research and check ratings and user comments. Sites like NerdWallet and The Balance have ratings for such accounts and a quick online search…
Your Kids, Saving, And Roth IRAs
…and are reputable sources of information. Many commission-free ETFs provide broad exposure to U.S. and international markets. Time is your best friend in terms of investing so starting early and…
Gifting Basics: What Counts As A Gift And Gift Tax Reporting
…tax return. For the freebie gifts, your gift tax return reports that you made such gifts to the Internal Revenue Service, and may address the use of a different, complicated…
Administrative Services
Home / / Providing Important Administrative Services to Our Clients to Help Them Relax, Worry Less, and Have More Time to Enjoy Their Wealth Need to get a wire out…
Suddenly Single
…forward with life. Setting Goals Building a wealth forecast and spending budget to reassure the client about the potential to successfully navigate the unknown financial path ahead. Building Advisor Team…