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Flurries in the Forecast

In recent days, a local meteorologist, James Spann, discussed that magical winter word for those of us in the South – SNOW.  Mr. Spann has a deep knowledge of both weather and local landmarks, a passion for his material, and the ability to convey his subject matter.  While reading one of his recent posts about …

Retirement Advice for Michael Scott of “The Office”

Imagine this: What if Michael Scott did not leave Dunder Mifflin to move to Colorado with Holly? What if he retired from Dunder Mifflin instead? What advice would be helpful to Michael as he prepares to retire as the world’s best boss? Understand your living expenses. Michael needs to know what he spends on everything …

Another Drop in the Bucket: Simplifying Your Finances

As a society, we tend to overcomplicate things.  If there is one thing we like to overcomplicate, it is our finances.  However, it is possible to simplify the big picture of one’s finances and the various categories by thinking of your financial picture as “buckets” of money. One of the founders of our firm and …

SECURE Act Impact Part 1: What Retirement Account Owners Can Learn From The Boss, The Piano Man, and Gooney Bird

That rustling sound you may have heard in late December was not Santa, nor a late-night Amazon delivery, but rather Congress passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act on December 19, 2019 (which President Trump signed into law the following day). While most of the SECURE Act’s provisions became effective on …

One-Size-Fits-None™ Retirement Series is Back for the Fall: Birmingham and Huntsville Locations

The transition to retirement and the accompanying move from “saver” to “spender” can cause anyone anxiety. You are likely asking questions such as: “Can I afford to retire and remain financially independent?” “When should I take Social Security benefits?” “How exactly do I get money out of these accounts?” “How much can I safely withdraw …