Is Your Portfolio Tax Efficient? Taxes/Financial Planning Guide
Is Your Portfolio Tax Efficient?

What's in a name? IFA Qualifications
There's more pressure on people than ever before to save for their futures. Relying on the state is no longer a safe option for retirement, benefits and healthcare. As a result, an increasing number of people are purchasing personal financial products such as life insurance, investments, private health plans and personal pensions. The world of financial planning is a jungle, though, and it's not surprising that it leaves many people completely baffled - which is why there has been an enormous rise in the use of independent financial advisors (IFAs). However, even the world of IFAs is a complicated one - there are so many different qualifications and some IFAs seem to have an endless string of letters after their names. It can therefore be d ...

Micah Porter, CFA, President and CEO of Minerva Planning Group in Atlanta and Saint Simons Island, Georgia, Receives CFP(R) Designation
Micah Porter, CFA,CFP®, President and CEO of Minerva Planning Group in Atlanta, Georgia and St. Simons Island, Georgia, recently received his CFP (R) designation. Minerva Planning Group is a fee-only financial planning firm that has been providing comprehensive financial planning and investment management to clients in Georgia and nationwide for over 20 years.

Taylor Joins the Ranks of CFP's with Diefendorf Capital
Veteran planner, David Taylor earns the Certified Financial Planner (CFP) designation.