Senior Financial Planning

Senior Financial Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Senior Financial Planning, Financial planner, 2551 Roswell Road Suite 209, Marietta, GA.

We help preserve and protect what you have worked for your entire life.

“Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080”.

Moving to music can be more than just fun—it can also support physical, mental, and social well-being as people age.Heal...
06/01/2026

Moving to music can be more than just fun—it can also support physical, mental, and social well-being as people age.

Health professionals say dancing may help improve balance, strength, mobility, flexibility, and brain health. Because it combines movement, memory, rhythm, and coordination, it can engage both the body and mind.

Dancing can also create meaningful social connections, whether through line dancing, ballroom, salsa, tap, Zumba, or community groups.

For many older adults, that combination of movement and connection can make staying active feel more joyful and sustainable.

The best part? You do not need to be an expert to benefit. Starting with simple steps, a beginner-friendly class, or a favorite song at home can still be a meaningful way to get moving.

Medical professionals say that moving to music is a great way for older adults to stay healthier as they age. It doesn't matter what kind of dancing.

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your...
06/01/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
05/29/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
05/27/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Could you find acres of diamonds in your own backyard? Watch this video.
05/25/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
05/22/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
05/20/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Restoring the Great Wall of China is a careful process, and in some places, it is happening one brick at a time.The Grea...
05/20/2026

Restoring the Great Wall of China is a careful process, and in some places, it is happening one brick at a time.

The Great Wall stretches roughly 13,000 miles, but it is not one continuous structure. Instead, it is composed of many sections built over several dynasties over about 2,000 years.

One restoration effort focuses on the Jiankou section, a steep, rugged section of the wall north of Beijing. The work requires traditional masonry skills, local knowledge, and a deep respect for preserving the structure’s historic character.

For Cheng Yongmao, known as Old Cheng, the work has become a life’s calling. After decades as a bricklayer and restoration specialist, he now helps guide efforts to protect and repair parts of the wall for future generations.

The project is a reminder that preserving history often depends on patience, craftsmanship, and the people willing to protect what came before.

NBC News visits the monumental 13,000-mile fortifications, which are not, in fact, one contiguous structure but many segments built over several dynasties spanning about 2,000 years.

A rare wildlife moment is drawing attention in Chicago.Two bald eagle hatchlings were recently spotted in a nest at Park...
05/18/2026

A rare wildlife moment is drawing attention in Chicago.

Two bald eagle hatchlings were recently spotted in a nest at Park 597 along the Calumet River on the city’s Southeast Side. Officials believe this may be Chicago’s first successful wild bald eagle breeding in more than a century.

The discovery is especially meaningful given the bald eagle’s long recovery story. Habitat loss and insecticide contamination once caused the species’ population to decline sharply, but conservation efforts helped support its comeback over the past several decades.

Park 597 has also gone through its own transformation. The site was previously home to a city water treatment plant, but restoration work improved the natural habitat.

Now, the appearance of two eaglets offers a hopeful reminder of how restored green spaces can support wildlife, even in the middle of a major city.

Two bald eagle hatchlings have been spotted in a Chicago park in what experts believe is a first for the Windy City in more than a century.

An ILIT could play a role in your estate strategy.
05/18/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Address

2551 Roswell Road Suite 209
Marietta, GA
30062

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

Telephone

(770) 973-5220

Website

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