The Heart of Legacy Planning
Legacy planning isn’t just about transferring wealth — it’s about passing down what matters most: one’s values, passions and desire to make a difference. Many people want their lives to…
Connecting Wealth with Purpose
The Professional Advisors Network through the Community Foundation for Northeast Georgia is a bridge builder for philanthropists and worthy causes. Whether a financial advisor, estate attorney, CPA or other professional,…
Honoring James (Jim) Pack: A Life of Service and Generosity
Some people leave footprints that fade with time. Others, like James (Jim) Ferguson Pack, leave behind legacies that continue to shape the world long after they’ve gone. Jim, who passed…
From Whimsy to Legacy: Applying Love Does in Your Professional Practice
If you're looking for a book that flips the traditional idea of love on its head, Love Does by Bob Goff is a must-read. It's a lighthearted, engaging read with…
More Bang for Their Buck: Why Your Clients Need to Know About the “Mega Backdoor Roth”
As a trusted advisor, you’re always looking for innovative ways to help your clients save more for retirement. If they’ve maxed out their regular 401(k) and IRA contributions, you might…
Where Art and Heart Meet: The Hudgens Center’s Role in Good2Give
“Giving is kind of an art form. When you create a piece of art, you’re investing in it. You’re putting part of yourself into the piece to make something beautiful.…
How LAA is Empowering the Hispanic Community
For Santiago Marquez, serving the Hispanic community in Georgia isn’t just a job — it’s a calling. As the dedicated CEO of the Latin American Association (LAA) and a board…
Bridging the Knowledge Gap: Advisors as Philanthropic Educators
The role of professional advisors in philanthropy extends far beyond financial planning; they are also educators, guiding clients through the complexities of charitable giving and helping them make informed, impactful…
Stocks vs. Bonds: Building Long-Term Wealth in 2024
Many people think bonds are old news and that stocks are the go-to for building long-term wealth. While stocks often steal the spotlight, bonds have proven to be a consistent…