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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Unlocking Your ESPP: How to Turn Company Stock Into Cash
Taxes, Financial Planning, Equity Compensation

Unlocking Your ESPP: How to Turn Company Stock Into Cash

For many employees at public companies, one of the most overlooked opportunities to build wealth is sitting right under their noses: the Employee Stock Purchase Plan (ESPP). While ESPPs can...

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  • Taxes
  • Equity Compensation
  • Financial Planning
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  • Estate Planning
  • Q&A
  • Retirement

Jimmy Buffett's Estate Faces Legal Showdown Image of Buffet
Irrevocable Trust, Estate Planning, Taxes, Legacy Wealth, QTIP Trust

Margaritaville Meets the Courtroom: What the Jimmy Buffett Estate Battle Reveals About Trusts, Taxes, and Family Dynamics

When most people think of Jimmy Buffett, they think of sunshine, salt-rimmed margaritas, and easy...

Atlanta skyline with text overlay: Choosing a Financial Advisor in Atlanta
RSU, Estate Planning, Taxes, Equity Compensation, Atlanta

Looking for a Financial Advisor in Atlanta? Here’s How to Choose the Right One

If you’ve recently typed “financial advisor near me” or “financial advisor in Atlanta” into Google,...

Estate Planning
Estate Planning

The Role of Financial Planning in Estate Management

Estate management can often seem like a daunting task, filled with complex decisions and important...

Proud Member of the Financial Planning Association® (FPA®)
Proud Member of the XY Planning Network
NAPFA
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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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