Atlanta Planning Guys is an informal blog in which CERTIFIED FINANCIAL PLANNER™ professional, Cass Chappell , of Chappell Financial Group, shares his ideas and opinions with the general public.
In recent weeks, Cass and I have devoted a great deal of time talking about the unique opportunities for our clients in 2010 regarding taxes. From Roth IRAs to Long Term ... more »
For many of us, Spring cleaning is an annual ritual where we find the time to get everything spit-shined, polished and put into place. I personally love this time of year ... more »
The biggest difference between the two types of accounts has to do with taxation.
For the purposes of this discussion, and in all blog entries on our site, the term “Traditional IRA” ... more »
Like many great ‘client friendly’ tools, the Chappell Mayfield Investment Dashboard™ was born out of necessity. During our quarterly and annual investment reviews, it became apparent that we were inundating our ... more »
This week, I received a performance piece in the mail from one of the money managers we use with our clients. Its focus was on dealing with investor behavior and the ... more »