Advice For Life | Atlanta's Financial Planning Blog

Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  

Top 10 Life Events That Should Prompt an Estate Plan Review

Thursday, August 20, 2015 Bookmark and Share

At times, it’s hard to convince clients of the value of a well-thought out estate plan, and even harder to get them to pay to change that plan when things shift. However, estate plans are an essential part of protecting wealth, and they require routine maintenance and review.

Use these life events as conversation starters with your clients to keep estate plans up-to-date. 

Video: How To Keep Your Estate Plan Up-To-Date

Thursday, September 25, 2014 Bookmark and Share

Do you know what it takes to keep your estate plan up-to-date? Watch this 1-minute video and find out how a couple of simple steps will help you keep your estate current and your legacy protected for the future.

Tracking # 1-249747 

Video: Why Do I Need A Will?

Thursday, September 11, 2014 Bookmark and Share

You might be wondering, "Do I really need a will?" Watch this 1-minute video and learn why you should protect your legacy and the lives of the people you love most by creating a will.

Tracking # 1-270946 

9 Essential Estate Planning Documents

Thursday, June 19, 2014 Bookmark and Share

Dying intestate (will-less) leaves your heirs with a potential mess. And yet, 61% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. In fact, 28% of us would rather do anything than make a will.

Without a will, a probate court decides where your property goes; it can take months—sometimes years. Money you intended for heirs and good causes may go to pay lawyers. Do you have young children? If your will doesn’t name their guardians, a court will do it. And what about Fido and the kitties? Their future is up for grabs if your will doesn’t spell it out.

To truly sort out your estate planning, prepare these nine documents and your heirs will thank you eternally:  

What is an Ethical Will? Should You Have One?

Thursday, May 15, 2014 Bookmark and Share

An ethical will is a document designed to pass ethical values from one generation to the next. 

Advisor Q&A: Isn’t Estate Planning Only For The Rich?

Thursday, March 13, 2014 Bookmark and Share

In a word: no.

Estate planning allows you or anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die.

Your objective may be to simply make sure that your loved ones are provided for. Or you may have more complex goals, such as avoiding probate or reducing estate taxes. 

Why Smart Estate Planning Is Like A Well-Dressed Woman

Wednesday, March 06, 2013 Bookmark and Share

10 Tips for Estate Planning in 2013

Since the American Taxpayer Relief Tax Act Of 2012 was passed, a.k.a. the Fiscal Cliff Tax Deal, Americans have been talking about how the law will impact real taxpayers. 

Never Miss A Post


Recent Posts


Integrated Financial Group Steve Callaham Risk Management Land Bridgers Financial Outlook Photo Gallery Don Patrick Sandra Salem Nest Egg David Gaynes Social Security High Frequency Trading Insurance Wills Retreat 2014 Morris Shank Consumer Debt Wall Street Favorite Things Mike Irvin Join Us Relationships How To Save Investors Almanac 2013 Taxes Economic Commentary Distribution Planning Financial Planning Taper Atlanta Financial Planner Al Searcy Karen Lee and Associates Kids Doctors Lounge Boomerang Kids Mother's Day Dimensional Funds Advisors Bull Market LPL Financial Jerrí Hewett Retirement Retirement Planning Legacy Planning Stock Market Taxes Ethical Wills Bonnie Whyte Video New Members Investing Relationship Basics Josh Donley Financial Goals Per Stirpes Estate Planning Business Owners Veteran's Days Joe Gunther LPL Advisors Milestone Investment Management National Aging In Place Council Retreat 2016 Mark Smith Berlin Candy Bomber DFA Hank Cleare Investment Planning Election Independent Financial Planners College Funding Five Star Wealth Managers Father's Day Searcy, Weems-Scott & Associates Top 25 Atlanta Financial Planning and Advisory Firms Conferences Small Business Aging In Place IRA Wealth Horizons Mosaic Capital Management Consortium Advisors Mickey Stokes Holiday Gift List Thanksgiving Investors 401(k) The Brain Trust Karen Lee Angela Rehkop Identity Theft Top Workplace 2015 Women Financial Strategies Group Retreat 2017 Company Culture Small Business Saturday USMC Women Investors Travel David Crew Michael Stone Brain Trust Advisor Talk Denny Roodman Eugene Fama Jerri Hewett Miller Vacation Connie Weems Scott Gaynes Capital Management Atlanta Journal Constitution Health Care Toys For Tots Trent Adams Divorce Long Term Care



Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


Copyright ©
Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.