Helping clients create independent financial futures!
LCORE is a comprehensive wealth management firm that helps clients in the metro Atlanta area create independent financial futures. Our clients are successful entrepreneurs, executives, families, and individuals who have done well through hard work and self-sacrifice. We help them make sense of their complex finances and create strategies to support a comfortable retirement, nurture future generations, and achieve their cherished dreams. Our mission is to help our clients live fruitful and happy lives.
Understanding Changes to Account Statements
Have questions about your account statements? Read our guide to find out what's changed.Read Now
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Saving for College 101
Here’s a crash course on saving for college.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Apps that help small business owners better manage and grow their business.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Make your retirement as exciting as your next vacation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.