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BirminghamAL-3KJ
2900 Highway 280 S
Ste 100
Birmingham, AL 35223-2469
D: 205.802.4206
F: 205.802.7339
TF: 800.786.6445
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Article
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
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Retirement & Longevity
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeav...
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Business Ownership
Policy uncertainty weighed on markets in March
3/31/2025
Turbulence is expected to continue until markets gain more clarity.
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Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
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Family & Lifestyle
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
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Tax Planning
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
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Estate & Giving
Interest rate cuts remain likely in 2025
3/19/2025
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
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Markets & Investing
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
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Tax Planning
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
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Estate & Giving
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
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Tax Planning
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