Author: Tim Jones
Medicare & Medicaid Financial Planning: Why it Matters to You
When you picture retirement, it’s often filled with thoughts of travel, new activities, time with friends and family, and enjoying life. What may not come...
Smart Charitable Giving: Make Every Donation Count
Charitable giving is more than just a way to support causes you care about—it can also play a strategic role in your financial plan that...
A Comprehensive Guide to Birmingham Holistic Wealth Management
Managing significant wealth brings unique challenges that require a customized approach. If you’ve amassed $1 million or more in investable assets (not including real estate...
Birmingham Investment Management for Successful Professionals
Whether you’re a professional climbing the career ladder or a corner office executive making big decisions, every personal financial-related decision can impact your future lifestyle...
How a Financial Advisor in Birmingham, AL Can Help Build Your Wealth
Determining who will assist you in overseeing your wealth is one of the most important decisions you can make for you and your family’s financial...
Strategies for Success: Tax Loss Harvesting
As a follow-up to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed. Tax...
What to Consider When Buying a New Home
Buying a new home. You might be thinking where do I even start… How much can you afford? **Spoiler alert! It is highly dependent on...
Where Are All the Cars?
Have you tried to buy a car lately? Are you thinking about buying a car? Have you heard someone mention buying a car? Unless you’ve...
Becoming Your Parents
At some point in life the roles of children and parents’ swap. I’m not saying you should become your parents and start giving out turn...
Using Debt to Find A Pot of Gold!
It shouldn’t be a surprise to anyone that interest rates are at historical lows. So, paying off certain types of low interest debt, is...
