Blog




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.  


Video: What Is Per Stirpes Distribution And Why Do I Need It?

Thursday, February 12, 2015 Bookmark and Share

A question you should ask your financial advisor is: do my IRA and 401k documents provide for "per stirpes" distributions to my heirs? Find out more about this important provision on this week’s Advice For Life blog.

 


Never Miss A Post


Search


Recent Posts


Tags

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

Archive








TOP 25 FIRM
2004-2016

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


RANKED #4 SMALL COMPANY TO WORK FOR IN ATLANTA





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.