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A maroon gradient background with white text titled Leveraging Volatility: When Life Gives You Lemons… The text lists financial strategies like Roth conversions, stock options, and more to turn market downturns into planning opportunities.
April 24, 2025

Leveraging Volatility: When Life Gives You Lemons…

A blog graphic titled Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce lists tips and includes a photo of a smiling woman with straight brown hair, wearing a sleeveless dress.
April 23, 2025

Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce

A man in a suit and tie is shown next to text titled, Making The Most Of Your Year-End Bonus: Strategies For Long-Term Financial Growth. The text includes financial advice, such as paying down high-interest debt and boosting contributions to savings plans.
February 19, 2025

Making The Most Of Your Year-End Bonus: Strategies For Long-Term Financial Growth

A person in a suit stands with a hand on their head, facing a grid with a graph that starts with a chaotic swirl and ends with an upward arrow, symbolizing complex or uncertain progress, on a beige background.
November 12, 2024

Are You Prepared For An Unexpected Event?

The image shows a wooden surface with white letters spelling TAX and a U.S. flag draped above. The flag displays stars and stripes in red, white, and blue.
October 29, 2024

Election 2024 – Tax Policy Outlook

Two women analyze a wall display of charts and graphs related to a marketing planning process. They are using pens and sticky notes to annotate the graphs, which include bar and pie charts, alongside other statistical visuals.
September 4, 2024

Embarking On Entrepreneurship: A Guide For The Newly Single Woman

A sprinter launches off the starting blocks on a blue track in an empty stadium. The athlete is wearing a gray tank top, black shorts, and blue running shoes, captured in mid-stride with dramatic sunlight highlighting the scene.
August 27, 2024

Are You A Financial Olympian?

Infographic detailing 529 Plan Rollover Requirements under the SECURE 2.0 Act. It includes eligibility, procedural requirements, and tax implications, featuring Homrich Berg Wealth Management branding.
April 24, 2024

SECURE 2.0 Act 529 Plan Rollover Requirements

A 529 College Savings Plan application form is shown. A small graduation cap is placed on the top left, with a pair of glasses and a pen nearby on a white surface.
April 24, 2024

Should I Rollover 529 Funds To A Roth IRA?

A woman and two men sit together discussing financial matters. The banner above reads, Financial Advisor Yes or No? Below is text: Percentage of couples who are worried about these financial issues.
March 5, 2024

Financial Advisor: Yes or No?

Image of a 529 College Savings Plan application form on a table. A miniature graduation cap and a pair of glasses are placed above the form, which is partially visible. A pen rests on the form, suggesting its ready to be filled out.
May 24, 2023

Happy 5.29 Day!

A stack of brown file folders filled with papers, next to a pile of shredded paper strips on a white background.
May 1, 2023

Organizing Your Financial Records

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