A photo of Melissa Barron, senior wealth advisor at Elwood & Goetz, in a meeting with her team and clients
Oct 20, 2023

2024 Benefits Guide: University System of Georgia Open Enrollment

Are you a USG or University of Georgia employee? This guide is for you. 2024 open enrollment begins October 23, and we've put together a summary of USG's benefits options. Read on for recommendations from our team of Certified Financial Planners™. Open enrollment ends November 3, 2023.
By
Alden Shmerling, CFP®, CPWA®, CDFA®
E&G Advisory Team
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Financial Planning Tips & Insights

A photo of Alden Shmerling, financial planner at Elwood & Goetz
Mar 8, 2023

Elwood & Goetz Named One of America’s Best Places to Work for Financial Advisors by InvestmentNews

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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Dec 15, 2022

Required Minimum Distributions: What is an RMD and How is it Calculated?

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E&G Advisory Team
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Emily Hamryka
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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Nov 21, 2022

QCDs and Deductions: How Charitable Giving Could Lower Your Taxes

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E&G Advisory Team
By
Lauren Way, M.S., CFP®, CAP®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Oct 20, 2022

2023 Benefits Guide: University System of Georgia Open Enrollment

By E&G Advisory Team
E&G Advisory Team
By
Alden Shmerling, CFP®, CPWA®, CDFA®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Oct 17, 2022

Thinking of Investing in Real Estate? Here’s What You Need to Know

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E&G Advisory Team
By
Jordan Slingo, CFA, CFP®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Sep 21, 2022

What Is Fee-Only Financial Planning?

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E&G Advisory Team
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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Aug 3, 2022

Different Types of Retirement Accounts, Explained

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E&G Advisory Team
By
Jake Abrahamse, CFP®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Jun 30, 2022

Fiduciary Financial Advisors: What It Really Means To Put Clients First

By E&G Advisory Team
E&G Advisory Team
By
Melissa Barron, CFP®, ChFC®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
May 3, 2022

How Will Higher Interest Rates Affect My Personal Finances?

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E&G Advisory Team
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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Apr 19, 2022

Pay Off Mortgage or Invest? Here’s What You Should Know

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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Mar 23, 2022

Can I Collect Social Security Early? Yes, But It Comes at a Cost

By E&G Advisory Team
E&G Advisory Team
By
Alden Shmerling, CFP®, CPWA®, CDFA®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Mar 7, 2022

Dividend Investing: What It Is — And What It Isn’t

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E&G Advisory Team
By
Jordan Slingo, CFA, CFP®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Feb 8, 2022

Should I Refinance My Mortgage? Here’s The 7 Most Important Things To Think About

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E&G Advisory Team
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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Feb 7, 2022

Elwood & Goetz Named One of America’s Best Places to Work for Financial Advisers

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E&G Advisory Team
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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Jan 4, 2022

What Should I Do with My 401k After Leaving My Job?

By E&G Advisory Team
E&G Advisory Team
By
Alden Shmerling, CFP®, CPWA®, CDFA®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Dec 7, 2021

How to Prevent Identity Theft and Protect Your Personal Information

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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Oct 27, 2021

2022 Benefits Guide: University System of Georgia Open Enrollment

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By
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A photo of Alden Shmerling, financial planner at Elwood & Goetz
Oct 19, 2021

What Causes Rising Inflation and How Does It Impact Your Personal Finances?

By E&G Advisory Team
E&G Advisory Team
By
Joseph Goetz, Ph.D.
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Oct 13, 2021

Our Financial Planning Fiduciary Oath and Standard of Client Care

By E&G Advisory Team
E&G Advisory Team
By
Lindsay Elwood, CFP®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Sep 23, 2021

Meme Stocks: What You Should Know Before Investing

By E&G Advisory Team
E&G Advisory Team
By
Jordan Slingo, CFA, CFP®
E&G Advisory Team
A photo of Alden Shmerling, financial planner at Elwood & Goetz
Sep 9, 2021

How Much Does a Financial Advisor Cost (And Do I Really Need One)?

By E&G Advisory Team
E&G Advisory Team
By
Melissa Barron, CFP®, ChFC®
E&G Advisory Team
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ADV Part 2A   |   ADV Part 3   |   Privacy Policy
Elwood & Goetz is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Registration of an investment adviser does not imply a certain level of skill or training. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.