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.  

Karen Lee: An LPL Advisor’s View on Independence

Thursday, March 20, 2014 Bookmark and Share

Watch Atlanta financial planner Karen Lee of Karen Lee and Associates talk about how her financial planning practice benefits from membership in Integrated Financial Group’s consortium of independent LPL financial planners—a.k.a. The Brain Trust—on this video.

Learn more about why we call ourselves the Brain Trust today.

Tracking # 1-142740; 727985 

Relationship Basics: Trusting Your Financial Planner

Wednesday, February 05, 2014 Bookmark and Share


Reevaluating Broken Resolutions

Wednesday, February 06, 2013 Bookmark and Share


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