Georgia Bruggeman | Source | Founder & CEO at Meridian Financial Advisors, LLC
Georgia Bruggeman
Founder & CEO at Meridian Financial Advisors, LLC
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Comprehensive wealth planner. CFP. Insurance. Investments. Taxes. Retirement Planning. Estate Planning. Long Term Care. Education Funding. Options. RSUs. Deferred Compensation.
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Meridian Financial Advisors, LLC (http://www.meridianfinancial.net)
Founder & CEO
started Apr 1990
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Best financial planning tips for 2020: Experts say save up, pay off debt
Stocks have hit record highs so far in 2020 and the nation’s strong economy presents a variety of investment opportunities for middle-class Americans looking to grow their wealth, pay off deb…
Article
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Is It Time to Hire a Portfolio Manager? Key Questions to Consider
Georgia suggests asking: "Is your performance meeting goals?" and "Is your portfolio too large to manage?" Consider hiring a manager if you struggle with these or managing retirement distributions and Social Security timing.
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Setting up a plan that lays out a health care proxy, guardians for your children and allocation of assets and property is crucial.
