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Divorce- Picking Up the Pieces-5 Key Financial Things to Do Right Away
Divorce- Picking Up the Pieces-5 Key Things to Do Right Away Whether relieved, exuberant, sad, overwhelmed or just simply happy it’s over, post-divorce living holds more than its share of varied, conflicting emotions. From a...
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Invest at the Intersection of Head and Heart-Responsible Investing Atlanta and Worldwide
Investing at the intersection of head and heart, socially responsible Investing (SRI) has come a long way over the last few years.
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Should You Rollover Your Old 401(k)?
Often touted as a defining characteristic of the Millennial Generation, Americans these days are shifting from job to job at a staggering rate. In 2014, the Bureau of Labor Statistics reported that the typical US worker stayed on the...
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Your Client Bill of Rights
Our role as wealth managers goes beyond providing advice, asset management, and retirement planning. An integral part of our job lies in our commitment and responsibility to our clients, which involves their experience working with our...
Read MorePlanning Discussions - 529 ABLE Plans
There is great financial news when it comes to providing for a disabled child. Effective January 1, 2015, 529A (ABLE) accounts have been made available for children with disabilities or special needs.
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Jerold M. Sniderman Adds Qualified Plan Financial Consultant Designation to Credentials
Wealth and Pension Services Group Inc. (WPSGI), headquartered in Vinings, Georgia, is proud to announce that Jerold M. Sniderman has earned the Qualified Plan Financial Consultant (QPFC) designation from the National Association of...
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