Posts by Thad Gilliam, CFA, CFP®

20 Second Advisor: Make it happen in 2019!

It’s the most wonderful time of year.  That time when you gather with family, celebrate the holidays, and dust the cobwebs off your old budget.  But, seriously, I love this time of year.  We are looking into the new year and trying to guess/dream/figure out what we’d like to accomplish in 2019. Vision is the…

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20 Second Advisor: 6 Last-Minute Retirement Strategies

In a perfect world, everyone would be on track for their retirement goals. More often than not, people are usually playing “catch up” in their 50s and 60s to realize their retirement goals (working less/not all all, traveling, buying a vacation home, etc.). Here’s a quick breakdown of “6 Last-Minute Retirement Planning Strategies”¹. Save Like…

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Verisail Partners Makes 2018 Bulldog 100 List

As we wrap up 2017, we are thrilled to announce that Verisail Partners has been included in the 2018 Bulldog 100 list. This annual program recognizes the fastest-growing businesses owned or operated by UGA alumni. More than 500 nominations were submitted for the 2018 list.  We are thankful for all the clients and relationships that enable…

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