News and Commentary
Two for Twenty Podcast
Episode 21 - Unlocking Tax Savings: Federal & Georgia Tax Credits for Smart Investors
Listen in to this quarter's 2 for 20 podcast with Scott Phelan and John Carson as they discuss tax savings.
Episode 20 - From Pre-Approval to Closing: Navigating Today's Real Estate Market
Listen in to this quarter's 2 for 20 podcast with Scott Phelan, Lindsay Dendy, Laura Hughen, and Mark Pago as they discuss today's real estate & mortgage landscape.
Episode 19 -The Big Beautiful Bill
Listen in to this quarter's podcast with Scott Phelan and CPA Justin Bailey as they discuss the Big Beautiful Bill.
Monday Morning Outlook
National Debt A Growing Threat - September 28, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Want Fed Independence? Cut Government - September 21, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Rate Hike Likely, But Unusual - September 14, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
