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.
There’s a difference between a financial plan and what you’d do if you won the lottery. You don’t want to set financial goals that you can accomplish in a day, but it’s easy to get disappointed in slow results if you set your sights too high. If you are just starting to set financial goals or want to readjust your plan, here are some tips for setting and reaching your goals.
Money is a powerful tool if you know how to manage it. Financial management might not be your professional calling in life, but you have a definite money management role in your own life. If you’re not confident in your management skills regarding your financial future, you’re not alone.
Some people start a business to have an impact on the world. Others do it to make money. We believe the highest calling in business is to start companies that do both. But when reality sets in, it’s easy to lose sight of everything except the bottom line.
Ashley Alliston is committed to providing a superior client experience for everyone who walks through OneAscent Wealth’s front door or picks up the phone to call. We interviewed Ashley, a Client Service Specialist in our Birmingham office, to learn more about how she became part of the OneAscent Wealth team and her joy in serving clients every day.
What could we accomplish if we were willing to step out in faith? As a business owner, it can be easy to have the desire to “do good,” but spend each week focused on getting tasks completed and reaching benchmarks, without truly considering the impact you have on your employees, clients, and community.
What can we accomplish if we are just willing to take the risk? Brent Whiddon, Senior Lead Advisor for OneAscent Wealth has been serving clients in the financial services industry for over 25 years. Through it all, his decisions centered around one question, “How can I serve clients better?”
Many of the financial decisions you make between now and the end of the year can have a significant effect on the taxes you will have to pay in April. Not only are there several tax planning strategies that can help you minimize what you owe next year, but many of these also have charitable giving benefits. Here are some of the most impactful end-of-year considerations for your finances, family, and future!
Heath Morris has been an advisor with OneAscent Wealth for three years, but his passions and motivations led him on a path towards his role here many years ago. We interviewed Heath to learn more about his story and how he came to be an invaluable part of the OneAscent Wealth team!
Values-based investing allows you to choose how your investments make an impact, but did you know that you can do the same with your taxes? The Alabama Accountability Act allows individuals like you to leverage your tax dollars to support children in failing school districts.