In the age of investment apps and do-it-yourself financial solutions, many people question the need for a financial advisor. While we agree that it’s great to be well-informed about your wealth plan, there are often limitations when you’re on your own.
September 10, 2022
Hays Latimer, a Senior Lead Advisor for OneAscent Wealth, has been serving clients for over 17 years. Here he shares some of his story and some of the timeless financial advice that can help you on your financial journey.
Our culture has depicted retirement as an artificial finish line. Many people focus on retiring from their vocational years, but they don’t have a plan for what they’re retiring to. What if retirement isn’t about what you’ve left, but instead about where you’re going?
In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed, which included more than $2 trillion in economic relief for individuals and businesses facing the health and economic impacts of COVID-19. There are several financial benefits and tax incentives that many individuals haven’t taken advantage of this year. We have provided a breakdown of the four most significant provisions of the CARES Act and how they can alleviate economic stress during these times.