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Building Financial Independence in Your College-Aged Children

By: Kory Gildea 09/18/20 For many people, college is viewed as a place and time of freedom and independence. Students enter as naïve teens, and leave as adults ready to…

Balancing Debt Repayment and Savings Amid COVID-19 Economic Uncertainty

How can you decide between saving for important goals and paying down debt balances? HB Principal Michael Landsberg, CPA, CFP®, CPWA, PFS lists out a few common rules of thumb…

Tana Gildea

Your Children’s Credit

By: Tana Gildea 01/18/2019 We all know that identity theft is a problem; we (hopefully) all know to check our credit frequently or to have a credit monitoring service, and…

Important HB Financial Planning Updates

By Ross Bramwell 03/31/20 The reaction to the spread of the Coronavirus in the market and the economy has been both swift and significant. In response to this, we have…

Homrich Berg Financial Planning Update

By Ross Bramwell 04/19/20   We hope this message continues to find you in good health and enjoying quality time with your family in these unusual times. Our team continues…

Important HB Financial Planning Updates

By Todd Hall Updated on 04/02/2020 The reaction to the spread of the Coronavirus in the market and the economy has been both swift and significant. In response to this,…

Better Odds than the Lottery: Escheatment?

By Tom Houle and Kayte Tarantino 02/25/2020 As simple as clicking a few buttons on your PC, you may claim your portion of the over $4 billion in unclaimed assets…

One Financial Habit That Trumps All the Resolutions

By: Tana Gildea 01/22/2020 Most of us look to the new year as an opportunity to “start again,” clean up our bad habits, make big changes, and reach for the…

A List Of Your Priorities For A Meaningful Financial New Years Resolution

By Tricia Mulcare December 17, 2019 Year-end is a busy time as clients want to meet to wrap up the year. While many are interested in discussing how their portfolio…

Tips To Help Reduce The Stress And Financial Drain Of The Holidays

By: Tana Gildea 11/26/2019 The holidays can be stressful for any number of reasons, not least of which is the expense of special meals, gifts, and parties. To help reduce…

Julian-Davis

Demand For Your Dollars

06/07/2019 By: Julian Davis In today’s world of Amazon, Apple Pay, Venmo and many other convenient technologies that make it so easy (maybe too easy) to spend money without much…

Freezing Your Child’s Credit

04/26/2019 Identity thieves are increasingly targeting children. One major reason for this disturbing trend is that criminal activity can go undetected for many years. Often it’s only later, when the…