Flat Fee financial planner in Alabama and Georgia

06/03/2026

5 Questions to Ask Financial Advisors Before Hiring Them

Thinking about getting a financial advisor? A good one will welcome your questions. So here are some to get you started.

24/02/2026

https://www.myfootlamp.com/post/kia-of-georgia-401-k-plan-everything-you-need-to-know

Having a 401(k) plan is a great benefit, but as a participant, it's not always clear how to make the most of it. Here's everything you need to know to begin maximizing your participation in KIA Georgia 401(k).Before we get started, I am a flat fee financial advisor in Georgia and Alabama, serving em...

24/02/2026

https://www.myfootlamp.com/post/february-19-don-t-forget-what-you-ve-already-been-through

February 19 isn’t that memorable of a day for most people. And why should it be? This month has already brought us Valentine’s Day, Ash Wednesday, President’s Day, and the month includes many other celebratory dates. And while February 19 isn’t a day to be celebrated, at least for long-term ...

24/02/2026

https://www.myfootlamp.com/post/january-is-the-best-month-to-rethink-real-estate-in-retirement

At the start of the year, the retired real estate investor is rarely thinking in terms of “big moves”. Instead, they’re more likely to be thinking in terms of control, predictability, and optionality. With the prior year still fresh in their minds, questions surface such as:· What repairs cam...

24/02/2026

https://www.myfootlamp.com/post/overlooked-roth-conversion-considerations-in-alabama

Roth conversions are often an end-of-the-year exercise because the decision hinges so much on knowing your actual marginal tax rate – and that’s something you may not be able to accurately estimate until most of the year has played out.However, it may be surprising to learn that early-year conve...

09/07/2025

What we know now in regard to impact of OBBB on healthcare coverage.

We've received a lot of questions about the One Big Beautiful Bill Act, so we've created this resource to help answer questions from clients and advisors.

Helpful links:
- https://www.congress.gov/bill/119th-congress/house-bill/1/text
- https://www.congress.gov/bill/119th-congress/house-bill/1 #:~:text=Part%201%2D%2DMedicaid,or%20financial%20assistance.

04/07/2025

Reflection and Choice versus Accident and Force in Your Financial Planning

On the 4th of July, in between the hot dogs and fireworks, there may be a few history buffs out there who pull out their copy of The Federalist Papers and read a letter or two from them. If you’re not familiar, The Federalist Papers are a collection of essays published in New York City newspapers ...

02/07/2025

What could possibly be the "cons" for retiring in Auburn, AL?

Spoiler Alert! It's a short list.

The evidence is all around; more out-of-towners are taking up full-time residence and retiring in Auburn, Alabama. On the verge of retirement, you might be asking the inevitable question: should we stay put or should we make one last move? If Auburn, Alabama and its surrounding areas and towns aren....

05/03/2025

A timely and helpful discussion on tariffs with trade-policy expert Professor Douglas Irwin

A timely discussion on tariffs, including their potential impact on the economy and markets, with trade-policy expert Professor Douglas Irwin. Dimensional’s Mark Gochnour hosts the webcast.

27/06/2024

Are you a fan of Jane Austen? Would you like to more fully explore money in her novels in a way that will help you to make more informed financial decisions? Join us at this OLLI at Auburn Summer 2024 Course called The Financial Wisdom of Jane Austen on July 10, 17, and 24 from 9-10am.

Only a few spots remain in the class. To register, call 334-844-3146. To learn more about this and other classes OLLI at Auburn offers, please visit https://auburn.edu/olli.

27/06/2024

Presidential elections definitely matter, but should you make investment changes based on who wins the US presidency?

It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history underscores that the outcome of an election is only one of many inputs to the market.