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Bud Boland is a Wealth Adviser at Brightworth and has devoted his career to working with high net worth and high-income individuals and families. Bud works closely with clients to understand their needs and develop customized financial plans to help them reach their short- and long-term goals. Bud began his career with an Atlanta-based multifamily office managing operations of complex client assets and advising clients in taxation, estate planning and charitable planning. Prior to joining the Brightworth team in 2016, Bud oversaw the financial planning team of an Atlanta-based independent wealth management firm. Bud is a CERTIFIED FINANCIAL PLANNERâ„¢ practitioner and received his Bachelor of Science in Financial Management with an emphasis in Financial Services from Clemson University.
When's the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
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Are you married to someone receiving benefits? Do you have young children? Have you lost your spouse? Are you thinking about going back to work after retiring early but are afraid your Social Security check will take a big hit? You may be in for some good news.
For well-off people in particular, this alternative to traditional policies or the option of self-insuring could be an attractive possibility.