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
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The latest trends in travel reflect a rich menu of exciting new possibilities.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”