McGill Advisors Update June 2021

The June 2021 Update  

Your Declaration of (Financial) Independence 

As you gather with friends and family this Fourth of July, remember what you are celebrating. Our nation is the land of the free and the home of the brave. We believe that all people are created equal, with “certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness”1. Yet, I have found that people do not always give themselves enough freedom to pursue what truly makes them happy. There are many reasons why people might feel this way, but I have noticed three common explanations: limiting beliefs relating to money, people feel a sense of obligation to the path they choose, or they simply do not know if they can afford to make a change. Below are three steps to declaring your financial independence.

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woman at airport

4 Ways to Avoid Post-COVID-19 Spending Guilt

We’ve spent the last year saving more money than usual while spending more time at home. Now that we’re venturing out again, how can we continue our healthy money-saving habits?

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building your wealth inside corporate america

Building Your Wealth Inside Corporate America

We're excited to announce that our colleagues at Brightworth have released Building Your Wealth Inside Corporate America, a book that helps those working in corporate America understand their finances and make time for what matters most.

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taking stock podcast

Taking Stock: How to Get Mom and Dad Prepared Before They Fall

A bad fall at an advanced age can change everything. And by the time it happens, you may be scrambling to understand your elder relative's financial situation and plan the next steps. Listen in as Lisa Brown, a Brightworth Partner and Wealth Advisor, is joined by Dana B. Perry, an attorney specializing in elder law and estate planning with Chambliss, Bahner & Stophel P.C., to discuss a challenge most of us will eventually face.

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asking questions at a seminar

Check out the upcoming McGill & Hill Group seminars

Our seminars are jam-packed with information you can use to boost profits, reduce stress, plan for the future, and more.

Each of our programs offers you a variety of content-rich courses in a casual setting - with plenty of opportunity for Q&A with our experts. Meet and mingle with our presenters and other top clinicians to invigorate your drive, set new goals, and stay focused for long-term success.

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