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Dow Jones Closes At All Time High

Wednesday, March 6th, 2013 by Cass Chappell, CFP®

As you have probably heard, the Dow Jones Industrial Average closed at an all-time high yesterday (14,253.77).  The previous high was achieved way back on October 9th, 2007 (14,164.53).  If you ... more »

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“Broke”- It Would Probably Happen to You, Too

Monday, February 4th, 2013 by Cass Chappell, CFP®

Summary: Athletes earn their money very quickly. Their careers don’t last very long. They are very young when they retire and have unusually long “distribution phases”. Since they usually don’t earn ... more »

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Disclaimer

Tuesday, June 12th, 2012 by Cass Chappell, CFP®

Effective January 1, 2012, the following articles are historical and based on information that was current at the time of initial print. They contain information that has changed. Staff and business names ... more »

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Financial Tips for Recent College Grads

Thursday, June 9th, 2011 by Cass Chappell, CFP®

Fox 5 Atlanta asked us for some tips that parents could give their recent college graduate children about finance, spending, and saving (see the clip here).  Here are my top five, ... more »

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“How Much Long Term Care Insurance Do I Need?”

Tuesday, March 1st, 2011 by Cass Chappell, CFP®

    Summary • The ultimate goal of purchasing a long term care insurance policy is to guard against spending more than your nest egg will allow, thus protecting your, and your family’s, assets. • Buy an ... more »

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Separately Managed Accounts (SMAs)

Tuesday, February 8th, 2011 by Cass Chappell, CFP®

. It’s time to see if they are right for you 3 Reasons to Consider SMAs  Executive Summary: Once an investment vehicle for large institutions or the ultra wealthy, separately managed accounts (SMAs) are now ... more »

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4 Easy Things You Can Do For Others, Before the End of the Year

Monday, December 13th, 2010 by Cass Chappell, CFP®

And get a Tax Deduction! It really is better to give than receive.  But how cool is it to do BOTH!?!?!  Before January 1st gets here, you still have time to give ... more »

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Got Employer Stock?

Monday, November 29th, 2010 by Cass Chappell, CFP®

How to take advantage of Net Unrealized Appreciation (NUA) in a 401(k) Employer stock inside a 401(k), or other tax-deferred employer sponsored retirement plan, is quite common for employees of large publicly ... more »

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The Fiduciary Standard – Peace of Mind for American Investors

Wednesday, November 17th, 2010 by Cass Chappell, CFP®

“We must hold ourselves strictly accountable. We must provide the people with a vision of the future.” - Barbara Jordan One part of the recent Dodd-Frank Bill (a.k.a. Financial Regulation) required the ... more »

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Healthcare Reform – Good news for those with pre-existing conditions in Georgia

Monday, October 18th, 2010 by Cass Chappell, CFP®

Affordable Care Act gives an option to those for whom healthcare was previously unavailable. **This post does not address issues for those with Medicaid** In March of 2010, Congress passed, and President Obama ... more »

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