We have just completely an incredible set of interviews for our research on the challenges of wealth. We interviewed millionaires who are among the mass-affluent or “Millionaire Next Door” as coined by a popular financial book, and the mega-affluent with a net-worth up to a half a billion dollars.Read More
The ShamRockin’ for a Cure event is March 10 at the Verizon Wireless Amphitheater in Alpharetta. The annual event raises money to help find a cure for Cystic Fibrosis, a fatal disease that attacks the lungs. ShamRockin’ for A Cure starts at 7p.m. with Taste of Shamrockin’ from 7 p.m.-9:30pm. There is a goal to…Read More
People wrongly mistake the negativity of the masses as reality. They listen to how bad things are and affirm the whole “doom and gloom” thinking. The self-help promoters’ say ignore this way of thinking and just be positive. Certainly positive thinking has its place and value, but not unless it results in a different way…Read More
In today’s economy, many are struggling and have to field calls from bill collectors. Even if you have good credit, however, your nest egg isn’t necessarily safe. I thought that a recent post on the Chubb Law Firm blog titled, “Good Credit Doesn’t Mean Your Nest Egg is Safe from Bill Collectors” did an excellent…Read More
Famous horror and suspense author Stephen King held a rare book signing in Alpharetta recently. The big event was covered in the local news with an article on the Appen Newspapers site. King held a book signing at the Alpharetta Walmart Supercenter on Dec. 14, and more than 600 people – some from as far…Read More
As a specialist in family wealth challenges which encompasses estate planning, I am often surprised at the initial response of clients to my question as to whether they have an estate plan. Frequently, they assume that their set of legal documents are sufficient to answer that question “yes,” but all too often, it’s not. Most…Read More
As an estate planner in Alpharetta GA, I am often asked about do-it yourself estate planning “kits” or DIY estate planning web sites. My biggest fear when clients come to me after considering these kinds of tools is the false sense of security they provide to many people who feel they just want to have…Read More
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