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 »
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 »
Monday, November 8th, 2010 by Charles Mayfield, CFP®
Bond Basics—Part 1: http://atlantaplanningguys.com/?p=1214
Bond Pricing—Part 2: http://atlantaplanningguys.com/?p=1229
Welcome or our final chapter of Bond Basics! As investors, we tend to assign less risk and more safety to these types of investments. ... more »
Monday, November 1st, 2010 by Charles Mayfield, CFP®
As CERTIFIED FINANCIAL PLANNER™ professionals, our goal is not only to provide sound investment advice and services, but also to educate our clients, providing them will a full understanding of ... more »
Financial Planning offered through Chappell Financial Group, a Registered Investment Advisor
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
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