The A, B, C’s and D of Stewardship
…to me, and OBPC? I think they can be best explained by the A, B, C, and D’s of giving: I. My Personal History: Left Atlanta in 2003-04, searched for…
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What to Know About New Retirement Rules
…Act and coronavirus relief bill? Some of these changes may affect how you make retirement decisions in the coming weeks and months. These new rules don’t apply to everyone and…
Do you need long-term care insurance?
…companies. Fewer companies offer long-term care contracts, and many of those that do have significantly increased premiums on existing policies. If you’re interested in long-term care coverage, consider shopping sooner…
6 Steps to a New Financial Approach
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
Considering Your Social Security Options
…with more than $34,000 in combined income or married couples filing jointly with a combined income greater than $44,000 will be required to pay taxes on up to 85% of…
Maintaining a Healthy Financial Mindset
…help you feel more in control. Check In With Your Budget Even if you’re comfortable and haven’t experienced any major setbacks, it’s smart to know where your money is going…
Estate Planning as a Gesture of Affection
…room full of strangers, failing to communicate to your family the rationale behind a fair but inequitable division of assets in your estate planning could do more harm than good….
Municipal Bonds Outpacing Stocks And May Offer Attractive Tax-Equivalent Yields
…and foremost, unlike Treasuries or corporate bonds, the interest paid on municipal bonds is free from federal and, in some cases, state and local income taxes. That may make munis…
Ideas for Effective Charitable Giving
…about your favorite local businesses, your employees, or your community at large, here are a few ways you might make an impact while keeping your own finances streamlined. Support Your…
What to know about equity compensation
What to know about equity compensation From: REAP, LLC. | Retirement & Estate Advisors & Professionals It’s become increasingly common for companies to offer equity, or company stock, as a…
