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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Do you understand these common mobile slang terms?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Military families face unique challenges, making personal finance even more critical.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Make your retirement as exciting as your next vacation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.