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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
This checklist can give you a quick snapshot of how prepared you are.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are six flags that may make your tax return prime for an IRS audit.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Healthy habits are one of the greatest gifts to give your child.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all your options when it comes to managing your taxable income?
A special needs trust helps care for a special needs child when you’re gone.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.