Blog

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my Birmingham clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal about...

Technology has certainly shifted our society over the last 15 to 20 years -- you can see it right here in the Birmingham area.So much so, that it's time we discuss estate planning with a technological twist.Before we get there though, may I offer you this important...

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It's hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I'd love to see my Birmingham clients be wise...

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...

With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.)Now ... fall. This can be a happy...

Many of our Birmingham clients are married. What I have to say today is still relevant, conceptually (and even in some of the details).So don't skip on by.As I have talked about before, estate planning is something that many families continue to neglect.I'm not here...

Sometimes real estate is more art than science.Because every homebuyer's situation is nuanced from home to realtor to geographic location, there's no cut-and-dried way to go about it, and that's whether you're investing, moving or selling.But there are a few things...

It's wild to think that there are only four more months in 2019.As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes -- many do not look at, or even think about, their tax situation until...

Summer is nearing an end. Which also means, well, wedding season is slowing down.If you've been married, you know that there is a big difference between the "wedding show", and the real work of being married. One of the best pieces of advice I've seen for newlyweds is...

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it's important, in my...

Summer is flying by. Do you feel that way?It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Birmingham parents with multiple kids playing multiple sports among 100 other things). Before you know it and July...

How we are raised around financial matters can impact us for a lifetime.When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you're probably...