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Happy 20th Birthday to Roth IRA!

Click the link below to read 20 IRA facts that you need to know. Click Here      …

Jeff-Rosengarten

Social Security Strategy: Restricted Application for Spousal Benefit

By: Jeff Rosengarten 06/14/2019 Are you between the age of 65 ½ and 70? If so, you may be leaving free money on the table from Social Security. Those who…

John-Bochniak

Wise Moves: QCD’s

By: John Bochniak 9/6/2019 As one reaches past age 70, a lifetime of wise moves has been lived. We write today to explain another wise move for our senior clients…

Top 5 Ways The SECURE Act May Impact Your Retirement Accounts

By Jaime Ruff and Todd Hall December 23, 2019 Packaged with the recent spending bill was some of the most significant retirement plan legislation to come along in years. The…

Four Ways an HSA Can Fortify Your Retirement Savings

01/28/2020 When it comes to retirement planning most of us think firstly of our 401k, Pension, and maybe our Roth IRA. However, many never consider saving for one of retirement’s…

Adam Fuller

How Investors Can Determine if a Mega Backdoor Roth Is Right for Them

Adam Fuller, CFA, CFP, principal at Homrich Berg, explains how investors can determine if a mega backdoor Roth is right for them. Read the full article in U.S. News &…

How Organic Growth Is Powering a Pioneering RIA

32 years ago our CEO Andy Berg was a pioneer with his business partner in the RIA space. He joined Barron’s Advisor podcast “The Way Forward” to discuss our organic…

What to Do When Your Married Clients Can’t Agree on Retirement Planning

Sometimes retirement planning can cause friction for otherwise-happy couples. Mike Landsberg, Principal at Homrich Berg, says one of these key stress points is when to take Social Security payments. Read…

The Retirement Plan Menu of the Self-Employed…and those that work for them.

August 19, 2022 By: Director, Philip H. Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS When a typical employee starts a job, they are usually offered a pre-set menu of…