Inside The 3Rs Analysis of Business Success
Myths and legends might be among the reasons that business owners try to operate as if their business and personal finances are separate.
How Millionaires Approach Financial Planning
When it comes to having conversations about money, every family is different. Some families are very transparent about their finances, while others take a more discreet approach. Unfortunately, there isn’t a script for talking to your kids about money.
Is a Discounted Roth Conversion Right for You?
While markets are on the rise, it’s easy to forget [...]
The Unexpected Similarities Between Tennis and Investing
As we emerge from the pandemic and navigate its aftermath, [...]
Key Questions to Ask Yourself Before Buying a Second Home
It's finally happening — you've decided to pull the trigger [...]
Discover How to Make Your Annual Bonus Work Harder for You
With the new year well underway and many of us [...]
Rising Interest Rates: How It Impacts Your Real Estate Investments and Financial Plan
Are you thinking about entering the real estate market? Then, [...]
Real Estate as Part of Your Overall Wealth Strategy
Real estate is more than just bricks, mortar, and stud [...]
How the Great Resignation Can Be Great for Your Retirement Planning
As the Great Resignation rolls on, top corporate talent continues [...]
Xennials & Crypto: Is It a Good Match?
If Boomers used the stock market to unlock generational wealth [...]
Discover Who CornerCap Is
CornerCap takes a unique, wholistic approach to wealth management. Learn more about how we listen to your story and make your financial planning align with your personal life goals.
Are 529s the Secret Weapon in Your Family’s Financial Plan?
Do you pay K-12 private school tuition? If so, did [...]
Uncertainty
The companion video for this piece is available for viewing [...]
What Life Appreciates Means to Me
For Xennials like myself, the concept of Life Appreciates really [...]
Year End Tax Review and Planning: IRAs, QCDs and RMDs
With less than a month remaining in this most unusual [...]
Is Your Financial Picture Properly Framed?
October is National Financial Planning month, and the financial chaos [...]
The Rebalancing Act: Long-Term Returns and Volatility
In the current financial crisis, investors’ patience is being tested. [...]
COVID-19 Scams: Keep Your Guard Up Online
UPDATED April 2, 2020: Several new scams have been identified [...]
The CARES Act: Relief for Retirement Plans
The recently passed Coronavirus Aid, Relief and Economic Security (CARES) [...]
Stuck in the Middle: How the Sandwich Generation Can Preserve Wealth in This Environment
Just a few short weeks ago, were you confidently anticipating [...]
Missing the Recovery: A Cautionary Tale
While many struggle to stay calm during this extremely turbulent [...]
Taking Control in the Face of Chaos
At a time when it’s easy to feel helpless watching [...]
March Madness®: Bonds Move from the Bench to the Big Game
In the coming weeks, March Madness basketball frenzy may be [...]
Is It Time to Refinance Your Mortgage?
With capital markets reeling from anticipated economic effects of the [...]