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Atlanta-3KG
Two Buckhead Plaza, Suite 600
3050 Peachtree Rd NW
Atlanta, GA 30305-2206
D: 404.240.6707
O: 404.240.6700
F: 404.231.5447
TF: 800.669.3469
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How to project confidence at your next public speaking gig
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
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Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
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Business Ownership
To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
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Business Ownership
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
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Economy & Policy
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You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
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Business Ownership
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
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Tax Planning
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
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Markets & Investing
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
Financial resolutions for 2025
Start the new year right by reviewing and revamping your financial plan.
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Retirement & Longevity
The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
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Family & Lifestyle
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
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Family & Lifestyle
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