Skip to content
Toggle Navigation
What We Do
Wealth Management
Flat Fee Financial Planning
Who We Serve
Airline Pilots
Alaska Pilots
American Pilots
Atlas Pilots
Delta Pilots
FedEx Pilots
Frontier Pilots
JetBlue Pilots
Kalitta Pilots
NetJets Pilots
Southwest Pilots
Spirit Pilots
United Pilots
Business Owners
Inheritors
Legacy Builders
Pre-Retirees
Second Opinion
Single Again
About Us
Meet the Team
Our Process
FAQs
Community Involvement
Areas Served
Marietta
Atlanta
Woodstock
Roswell
Kennesaw
East Cobb
Smyrna
Vinings
Acworth
Powder Springs
Dallas
Austell
Mableton
Resources
Blog
Podcast
Guides
Videos
Budget Calculator
Mortgage Payoff Calculator
Client Access
Wiser Portal
Schwab
MoneyGuide Pro
FlightPath
Zoom
Casey Smith
Shawna Theriault
Andrew Pratt
Michaela Dowdy
Schedule a Meeting
Return to Blog
Category: Financial Planning
What Pilots (and Others) Should Consider 5 Years Before Mandatory Retirement
Is saving everything into a Roth for retirement the best strategy?
Retirement Planning for Couples with an Age Difference
The True Cost of the Holidays: How Much Are We Really Spending?
What to Do with Your Year-End Bonus
Avoid the Holiday Spending Hangover: Start the New Year Regret-Free!
Needs vs Wants: Smart Spending and Prioritizing Your Money
The Power of Generosity and Its Impact On Your Finances
DINK Households May be Able to Retire Earlier
Closing the Year Strong: Key Financial Moves Before Year-End
Shawna Theriault’s Road to Becoming a Financial Advisor
The 4% Rule in Retirement Isn’t for Everyone
Previous
4
5
6
Next
Page load link
Go to Top
