Georgia Bank & Trust consolidates broker operations

...the area into an office on Perimeter Parkway.The two divisions serve the investment, advisory, insurance and financial planning needs of clients. The half-dozen employees are now in the Augusta Corporate Center, 2743 Perimeter Parkway...

Quick tips: Newlywed financial planning

...routinely cited as the No. 1 cause of divorce. If you're planning to tie the knot, take the time to do some financial planning as well. 1. TALK EARLY. Remember that you're not just marrying the one you love. You're also marrying his...

Surviving a job loss takes good financial planning

...have the resources to hold me over until something else comes up?'," said Fred Jolly, senior vice president of financial planning services for Chicago-based Harris Bank, who has counseled numerous displaced workers. Bauer was fortunate to...

Consumers could be fooled by financial planning schemes

...achieving their life goals because of inadequate financial planning. The slogan: "Get the facts. It's your money...the Internet are good sources of information about financial planning strategies. -- If you decide that you need help...

Augusta financial planner's book goes beyond basics

...recently released his new book on financial planning, Opportunity: Your Blueprint...hopes to teach the public about financial planning. Q: Why did you decide to...addressed in the basics-of-financial-planning books out there. There's...

Local Business | Business
Personal goals control financial plan

This week is Financial Planning Week, so I asked several local financial planners for their...Command Financial Services cautioned against using generic rules. Financial planning has become more complicated because of increased longevity...

Your Business | Business
Business calendar

Tuesday: Senior Friends Financial Planning Seminar; 12:30 p.m.; Columbia Augusta Professional...706) 651-6716 to register. Thursday: Senior Friends Financial Planning Seminar; 12:30 p.m.; Columbia Augusta Professional...

Delta names West new financial vice presidential

...the newly-created position of vice president of financial planning and analysis. The company also appointed Hiram...accounting department in 1981 and became director of financial planning and controller in 1992. In 1993, he began managing...

XXX Bizarre
Simple steps can make income tax season less daunting

NEW YORK - Taking some simple tax and financial planning steps in the next few weeks can save you money next...nation," Rande Spiegelman, vice president of financial planning at the Schwab Center for Investment Research, said...

Biz bits

...Barney, has earned the firm's designation of Financial Planning Specialist, which is awarded to consultants who successfully complete the firm's financial planning training program. R.W. Allen & Associates Inc...