Now that the pandemic is easing, we are beginning to spend again. After I was vaccinated, my friends and I took a long-awaited “girls’ trip” to Mexico. Prices were still low; each of us paid less than $500 to stay at an all-inclusive resort, and the memories we made are […]

One of the first rules of entrepreneurship is you’re never supposed to mix your business and personal finances. But sometimes, business owners will go too far in the opposite direction, spending so much time running their business, working on their business, and investing profits back into their business that they […]

Americans rank their finances as the No. 1 cause of their stress. Not surprisingly, there is also a lack of financial literacy in this country. And while financial education programs are on the rise (it’s required in school curriculums in 37 states), we still have a long way to go. […]

Eagerly awaiting your tax refund? Before you start an online shopping spree or earmark the money for something really big, like an 85-inch TV, stop and think for a moment. Yes, you deserve to treat yourself, but this may be the time to do something boring and practical with your […]

Cryptocurrency, Blockchain, Initial Coin Offerings (ICOs), and tokens are hot buzzwords in the financial media world lately, and I get A LOT of questions about them. That said, I wanted to provide some easy-to-understand information and a few words of caution on this big trend. First and foremost, investors should […]

We had a great time at our monthly lunch & learn. Our own Shane Gaddy explored LPL Financial’s Outlook 2021. You may be pleased to know that although 2021 may offer similar market performance to 2020, which was a year of steady progress toward long-term investing goals, we believe it […]

As technology continues to evolve, so too have the skills of cyber-criminals, who have honed their abilities to break through firewalls, stealing valuable personal data and funds. What steps might you consider to help secure your valuable personal and financial data when banking online? Consider the following tips as important […]

I appreciate this opportunity to be the “guest blogger” for Strong, Gaddy, Lee Wealth Management. While their great team is helping you make plans and decisions about year-end investments, I wanted to touch on some charitable giving options you may consider, as well as how the North Georgia Community Foundation […]

As we approach the end of the year, it is a time many people think about making charitable gifts. It is an opportunity to support causes important to them and also reduce their taxes. We know charitable giving is an important piece of your overall financial plan, and our team […]

My wife, her mother, my mom, my sister, and many of you probably go shopping the day after Thanksgiving every year.  Why? That is usually when the best sales are happening, right?  You know it… and you can plan for it.  You actually get sale papers that will tell you […]