HB Wealth CEO Thomas Carroll has been named to the 2026 Georgia TITAN 100 list! The Titan 100 program honors top CEOs and C-suite executives who demonstrate exceptional leadership, vision, and passion, and influence in their field. We are…
Few moments naturally prompt conversations about generosity, legacy, and shared values quite like the turn of the year, particularly for multi-generational families. Entering 2026, however, those conversations take place against a dramatically reshaped tax landscape….
Providing You With Resources to Help You Make Informed Decisions About Your Financial Life
For many of my clients, the holidays represent a time of warmth, togetherness, and celebration….
For many newly single women, one of the most important, and sometimes overlooked, aspects of…
A common concern addressed during client meetings this past year was “How do I protect…
Summer break is just around the corner, and as a newly single mom, you might…
While many types of insurance coverage are important, perhaps the one at the top of…
Navigating life as a single parent can be a significant challenge on its own, but…
Several of my newly single ladies have asked, “What will happen to my children if…
With the new year beginning, a recently widowed young client shared that with the new…
As one year ends and another begins, there is an opportunity to reflect, renew, and…
As a newly single parent, saving for your children’s college education can seem daunting, but…
Facing financial adjustments is a challenging aspect of transitioning to a single life after a…
In the next video of this series, Tana Gildea breaks down if you must pay…
The Business Owner’s Exit: What to Know Before You Sell
Selling a closely held business is rarely just a transaction. For many owners, it represents decades of work, family legacy, and personal identity wrapped into a single moment of transition. Yet despite the stakes, exit…