Author: Marshall Rathmell
Easy Ways to Refresh Your Financial Plan in January
January often brings a simple but important question: What should I review or update in my financial plan at the start of a new year?...
How to Set Financial Goals for a Stronger New Year
It’s hard to believe that 2026 is almost here. The turn of the calendar often sparks reflection and resolution, especially around financial issues. For many...
How to Align Your Taxes, Investments, and Estate Planning
Managing your wealth can get complicated very quickly. The more money you have, the more complex the financial alternatives. That’s why one of the most...
Year-End Planning for Bonuses and Equity Compensation
As the calendar year comes to a close, you may be in the process of reviewing your financial situation. This may include a review of...
Retirement Planning in Birmingham: Year-End Tax Strategies
As 2025 winds down, one of the most overlooked ways to strengthen your financial position isn’t chasing higher returns; it’s focusing on year-end tax planning....
How to Protect Your Parents from Elder Fraud
As your parents age, it’s natural to focus on potential healthcare issues, housing, and overall well-being. However, one area often overlooked until it’s too late...
Financial Planning After the Loss of a Spouse
Losing a spouse is one of life’s most difficult transitions, emotionally, personally, and financially. While grief naturally takes center stage, financial decisions often don’t wait....
401(k) Decisions After a Job Change: Roth, Rollover, or Stay?
What you do with an old 401(k) after a job change isn’t the simple decision you may think it is. Your decision depends on age,...
How High-Income Earners Build Wealth Beyond Their Salary
For many high-income earners in Birmingham, AL, a substantial income is only part of the story. Real financial success often depends on what you do...
Financial Planning for Birmingham Professionals:
If you are a Birmingham professional, protecting your current lifestyle while securing your financial future can be a delicate balancing act. Whether you’re a physician...
