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So far James Daniel has created 11 blog entries.

Have we seen enough fear?

Investing

Have we seen enough fear?

By James Daniel|2022-10-25T14:28:53+00:00October 25, 2022|Investing|

Average Spend per generation

Uncategorized

Average Spend per generation

By James Daniel|2022-10-24T17:20:50+00:00October 24, 2022|Uncategorized|

New Residential Energy Tax Credits for 2023

Taxes

New Residential Energy Tax Credits for 2023

By James Daniel|2022-10-22T12:10:11+00:00October 22, 2022|Taxes|

Are the days of S-Corp tax preferences numbered?

Taxes

Are the days of S-Corp tax preferences numbered?

By James Daniel|2022-07-07T22:50:43+00:00July 7, 2022|Taxes|

What’s an RMD (Required Minimum Distributions)?

Personal Finance, Taxes

What’s an RMD (Required Minimum Distributions)?

By James Daniel|2022-04-15T16:20:51+00:00April 15, 2022|Personal Finance, Taxes|

Want to earn 7.12% on your cash?

Personal Finance

Want to earn 7.12% on your cash?

By James Daniel|2021-12-09T16:27:18+00:00December 9, 2021|Personal Finance|

Charitable Donation Rules – What you need to know for tax time

Taxes, Uncategorized

Charitable Donation Rules – What you need to know for tax time

By James Daniel|2021-12-07T18:54:08+00:00December 7, 2021|Taxes, Uncategorized|

Tax Free Exchange of your Rental Property?

Taxes

Tax Free Exchange of your Rental Property?

By James Daniel|2021-12-01T17:33:58+00:00December 1, 2021|Taxes|

Inflation – How does it affect you?

Budgeting, Investing

Inflation – How does it affect you?

By James Daniel|2021-11-18T13:36:20+00:00November 16, 2021|Budgeting, Investing|

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12600 Deerfield Parkway Ste 100
Alpharetta, GA 30004
(678) 566-3711

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Disclosure Documents

Please Note: Investing involves risk of loss. There are no guarantees regarding returns.

The Advisory Firm, LLC is an Alpharetta Georgia based fee-only Financial Planning Practice serving clients throughout metro Atlanta and North Georgia

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.