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Want insight to the most frequent questions our clients ask us? Then you're in the right spot.

Guest bloggers from throughout our firm will cover a variety of topics, and pull inspiration from their clients, industry articles, new financial concepts, and being a consumer in this complex financial world we live in. 

Check back often!


 

Monday, October 9, 2017

Odds are you will always stay ahead if you pay yourself first, consistently. The first dollars in to your pockets should stay in your pockets, and the rest, spend it how you please. In today’s world, it is very difficult to live...

 

Friday, October 6, 2017

If you have ever thought about selling your business and walking away with a big pay day, I urge you to consider what the financial ramifications on your lifestyle would be. *I will not address the specific tax consequences here; I am...

 

Monday, September 11, 2017

Growing up, I always heard people talk about contributing towards retirement. That is what everyone is always working towards – saving for retirement, so when they finally get there, they can finally enjoy the life they always...

 

Friday, September 1, 2017

Have you been told that because your business is inside of an S Corporation/C Corporation/LLC, etc. that you are "protected" from a lawsuit? The truth is, while there may be some protection, I'd suggest you are not as protected as you...

 

Wednesday, August 2, 2017

It’s no secret student loans are a huge part of many people’s lives. And if you have a graduate degree, it is probably an even bigger part of your life. But, on top of that, it is an even bigger part of the United States...

 

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Tuesday, August 1, 2017

“You must learn from the mistakes of others. You can’t possibly live long enough to make them all yourself.” – Samuel Levenson In my 25 years of working with business owners and entrepreneurial minded...

 

Friday, July 28, 2017

Summer is in full swing and in my house, it's one of the busier times of the year. Every time I turn around we have a wedding to go to, an engagement party, baby shower, lake weekend, golf outing (I'm not complaining about golfing), or...

 

Monday, July 10, 2017

Everyone tells you to do it... Your friends, HR department, parents, conscience, CPA, super bowl ads...YOU NAME IT! Everywhere you turn, the Employer Sponsored Retirement Plan (a.k.a 401k, 403b, SEP IRA etc) is positioned as the...

 

Monday, June 26, 2017

“The two most important days of your life are the day you were born and the day you discover why you were born.” – Mark Twain Do you work for "just a paycheck" or do you work for something more, something more...

 

Tuesday, May 16, 2017

A couple weeks ago, I was with some friends of mine and they were asking about what they should be doing now to get started on a good financial track. I started thinking, but to provide them with the best possible answer, I also read a...

 

Friday, March 31, 2017

For most residents and fellows, their financial hope during training is to survive long enough to get a job and start making “real” money. What’s funny is that the $50,000 a year salary they make during residency is...

 

Monday, March 27, 2017

Masters Week is finally approaching. I got married on the Saturday evening of last year's tournament so this year will be tough to top last year. (Yes, compliance and my wife require me to say that....) So, this year although I (again)...

 

Thursday, March 23, 2017

Goal number 1, survive sleep deprivation. By now you have settled in to your first year of residency. Clinic, rounds, journal club, all of that takes up most of your time, and the other part is spent sleeping or out with some friends....

 

Wednesday, March 22, 2017

First off, congratulations on matching with a program. That is great! Over the next few months as you finish your final rotations, you will begin to look for places to live for your residency. So, what to do? Do you buy or rent? I...

 

Tuesday, March 21, 2017

Congratulations on receiving your M.D. (or D.O.)! You have entered the elite company of other M.D.’s across the country. Now I know what you are thinking, my M.D. is my doctorate in medicine; however as Lee Corso would say,...

 

Friday, March 17, 2017

Time and time again I sit down with clients and sense their frustration with the way their Market Based Assets are performing and the rate at which they are building wealth. These Market Based Assets I am referring to could be inside...

 

Thursday, March 2, 2017

In January 2016 a friend of mine bought a used car. The pictures were beautiful and the auto report he purchased was perfect. Looks, however, can be deceiving. In the year he has owned the car he has replaced so many parts that the...

 

Friday, February 24, 2017

Over the last couple years, it has become more and more clear every day that our success, whether it’s with our health, faith, relationships, or work, is all tied to behavior. Not only is our success in these areas tied to...

 

Thursday, February 23, 2017

The year 2017 will bring a lot of change to the United States. New jobs, new opportunities, new markets, new goods, and a new “retirement savings vehicle” – the myRA. Obama wanted to help Americans save for retirement...

 

Monday, February 20, 2017

A few weeks ago a family member of mine was having problems with her cable provider. I recommended to her that she buy a streaming device which costs under $50. She could then pay monthly for streaming channels she likes and get rid of...

 

Wednesday, February 8, 2017

You might ask yourself, what is the difference between a selection process and a recruiting process? Where other firms hire six to eight people a month, Ashford Advisors hires six to eight people a year. This is intentional. Our...

 

Monday, January 30, 2017

Over the last few years, I have met with hundreds of individuals and families and there has been one common theme in helping each of them. Financial Organization. Not necessarily the paper aspect of it (tax returns, investment...

 

Wednesday, January 4, 2017

A new year is an exciting time for everyone. There are new possibilities for us all, both personally and professionally. A fresh start and clean slate. I've always been a big fan of thinking about goals, the future, and the "big...

 

Thursday, December 8, 2016

My wife Melinda and I spent Thanksgiving with my in-laws in Athens, Ga. I've always loved this time of year because I feel like it’s the only time we can step away, forget about work, and remember the things that really matter...

 

Wednesday, November 9, 2016

Have you ever been to a networking event? Maybe it was a chamber of commerce, a rotary club or an alumni gathering. Did you feel like you were drowning in a sea of financial professionals? Advisors, Representatives, Brokers, Agents,...

 

Thursday, October 20, 2016

Grandparents want to provide their children and grandchildren with the best. They often do this by giving gifts while they are alive. Some grandparents are able to leave their grandchildren money after their death. Such grandparents...

 

Friday, October 14, 2016

Mike Bobo. Norm Chow. Don Coryell. Josh McDaniels. Bill Walsh. These names may sound familiar or you may have never heard of them before, but, in my opinion, they are some of the greatest offensive minds in NFL or college football....

 

Tuesday, September 20, 2016

The Choluteca Bridge in Honduras was built with such design strength that it could withstand the worst of hurricanes. When Hurricane Mitch came in 1998, it dumped 75 inches of rain in less than four days and destroyed 150 Honduran...

 

Friday, July 1, 2016

How do you read that sentence? When I ask most people what that sentence says, 9 out of 10 people read it as “Opportunity is nowhere.” And that is true. But, if you shift how you look at something, it has an entirely...

 

Thursday, June 2, 2016

I got married on Masters Saturday this year, and the experience did nothing but exceed our expectations. I don't recall how many people told us to "enjoy the moment" and that "it flies by" but they hit the nail on the head. We couldn't...

 

Saturday, March 19, 2016

As we approach graduation season, thousands of college graduates will be turning the page in their book of life. No longer do they have the responsibility of ‘studying’ each and every night (of course), or deciding whether...

 

Tuesday, October 20, 2015

Math is not an easy subject for everyone to grasp, but most people understand the concept of a basic mathematical formula. However, there are numerous problems in trying to use mathematics to plan your life, particularly when it comes...

 

Tuesday, September 15, 2015

If you are like many of the families I work with, your financial resources have been pulled in many different directions over your adult lives. Perhaps, you started families and began to get your footing in new careers while in your...

 

Friday, September 11, 2015

Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork.

 

Tuesday, September 1, 2015

If you and I were to play golf together and we were standing at the first tee box, and you had to choose between the following, which would you choose: Play with your golf clubs, but have Rory McIlroy’s golf swing Play with your...

 

Tuesday, August 4, 2015

The Ten Commandments of Personal Finance to remind us to stay focused on habits that will lead to financial success.

 

Wednesday, July 29, 2015

It is very likely you haven't given much thought to how your checking and savings accounts are set up. But that could hinder your progress in achieving your overall financial goals.