Blog
Before You Click ‘Buy’: A Financial Advisor’s Guide to Holiday Spending
Experts predict that over $250 billion will be spent through online shopping this holiday season. Between mobile checkout, stored cards, “one-click buy” buttons, and expanded borrowing options like Buy Now, Pay Later, it’s easy to...
Read MoreOne Big Beautiful Bill Act: 5 Ways It Could Change Your Retirement Plan
One Big Beautiful Bill Act: 5 Ways It Could Change Your Retirement Plan Washington just handed us a new playbook. On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law — and it’s packed with changes...
Read More2025 Tax Planning Guide
Maximize Your Tax Savings: Essential Strategies for 2025 Tax season is HERE! It's time to take proactive steps to optimize your tax situation before the deadline. Whether you're preparing for retirement, navigating tax law changes, or...
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End-of-Year Financial Planning: My Tips to Help You Prepare for 2025
End-of-Year Financial Planning: My Tips to Help You Prepare for 2025 As we wrap up 2024, it’s the perfect time to reflect on your financial progress and prepare for what lies ahead in 2025. Recently, I was asked to share my tips on...
Read MoreSummer Travel Tips
Travel Smart and Budget-Friendly This Summer As summer approaches, many Americans are excitedly planning their vacations despite rising prices on everyday items. While the allure of travel is strong, it’s essential to avoid falling...
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Understanding 529 Plans: A Guide to Smart Education Savings
It's National 529 Day and I joined ATL Live to talk about these unique savings plans. We also discussed a recent change to these plans that I believe could be a huge win for families to help their student jump start their tax-free...
Read MoreNavigating Tax Season: Last-Minute Tips and Strategies for a Stress-Free April 15
Navigating Tax Season: Last-Minute Tips and Strategies for a Stress-Free April 15 Tax season can be stressful, but with the right information and a bit of planning, it doesn’t have to be. Whether you’re filing at the last minute,...
Read MoreClaiming a Seat at the Table: Five Key Steps to Help Women Retire with Confidence
By Abby Reed and April Reed Crews Women are breaking barriers and becoming more involved in finances, with almost 40% of women being the head financial decision-makers in their households. More wealth is being controlled by women every...
Read MoreThe Psychology of Love and Money
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...
Read MoreRules and Regulation Changes That Could Impact Your Finances in 2024
In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...
Read MoreTaxes 2024: Ways to avoid tax filing scams
This tax season, we want to remind everyone to be vigilant against scammers. Investigative Reporter Dana Fowle with FOX 5 Atlanta, WAGA-TV sat down with our very own Co-CEO, Abby Reed, to get...
Read More2024 Is Here - Tips for Setting and Sticking with your Financial Resolutions
The new year inspires a lot of people to implement better financial habits, but maintaining those positive changes can be an uphill battle. Setting sustainable financial goals
Read MoreSOCIAL SECURITY: MAXIMIZING BENEFITS
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status....
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