Relationship-driven Advisors in Atlanta, Georgia
At Southbridge Advisors, everything we do is aimed to help our clients achieve their financial and personal goals and plan for a strong future. We work alongside families, professionals, retirees, widows, and businesses, guiding them through their financial milestones.
We understand that everyone has different goals, depending on where they are in life and how they envision their future. We also believe that financial advice can take many forms. Whether it is comprehensive financial planning, investment management, 401k , retirement consulting, or estate planning, we tailor each service and solution to your unique needs.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This article may help you maximize the benefits of your donation for your chosen charity.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here's a breakdown of how the federal government spends your tax money.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a crash course on saving for college.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.