Elevate Wealth Advisory is pleased to announce the addition of Benjamin C. Hall, CPA, MBA, as Director of Tax Services and Wealth Adviser Associate. Ben brings more than two decades […]
10.24.2024
Updated 2025 Tax Brackets and Your Retirement Plan
As the IRS announces its annual inflation adjustments for the 2025 tax year, there are key updates that pre-retirees and retirees should be aware of, especially when planning for retirement. […]
12.07.2023
Unlocking the Power of Donor Advised Funds
We recently welcomed guest speaker William (Bill) Hewitt, an Enterprise Account Executive at TIFIN, to walk us through the benefits of Donor Advised Funds (DAFs) in an informative Webinar. In […]
10.10.2023
October Declared Financial Planning Month in Georgia
The State of Georgia recently declared October 2023 as “Financial Planning Month.” This move underscores the critical importance of financial planning in achieving financial stability and success for individuals and […]
01.25.2023
Our Team’s Favorite Finance Books
What do pundits on the news, analysts on the web, and physics around the corner all have in common? Simple! They all think they understand the market and hold the […]
02.16.2022
Join Our Retirement Planning Today Course
Elevate Wealth Advisory is pleased to present Retirement Planning Today, a two-day workshop held twice in February.Taught by Clark Brown, a practice leader at Elevate Wealth Advisory in Athens, Georgia, Retirement Planning […]
02.16.2022
Subscribe to Our WealthWise Video Series
Our team has been hard at work writing and filming content for our new weekly YouTube video series: WealthWise. WealthWise brings insightful, actionable financial advice to help clients stay on […]
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