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.
When I meet with a prospective client for the first time one of my first questions of them is about retirement. I am curious to know how they anticipate living off ... more »
From time to time, our clients come to us with plans to make a big recreational purchase or inheritance checks that they want to deposit into their accounts. Understanding the impact ... more »
In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »
One could ask this question of several different people and get several different answers.
Insurance agent: "Now. You can potentially lock in the rate and you don't have to worry about whether ... more »