Articles

50 Questions to Ask Your Loved Ones
Education Resources

50 Questions to Ask Your Loved Ones

Talking about death and end-of-life issues is a very difficult discussion to have with anyone, much less your loved ones. However, we think these 50 questions relating to family, occupation, recreation, values, faith, and experiences will be forever treasured. So start a conversation today and think about recording the answers for future generations.

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Varun Recognized by Forbes Sixth Year in a Row
From the Headlines

Varun Recognized by Forbes Sixth Year in a Row

Varun Marneni, CFP®, CEPA has made the Forbes/SHOOK Top Next-Gen Advisors list in Georgia for the sixth year running.

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Pine Trees and Your Portfolio
Education

Pine Trees and Your Portfolio

See how pine trees parallel to portfolio management.

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The Human Side of Selling a Business
Education

The Human Side of Selling a Business

When selling a business, it’s important to focus on the implications to your business, personal wealth and family.

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