Peachtree Planning

01/12/2026

One study says income is not the sole driver of confidence and success. It's proactive financial habits. These 8 behaviors may help you.

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01/12/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

01/10/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

01/09/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

01/08/2026

Many people dream of starting their own business — but they don’t always know where to begin.

At Peachtree Planning, we give aspiring financial advisors the tools, coaching, and support to build a thriving, independent practice with purpose.

If you’re ready to explore entrepreneurship in a structured, proven environment, learn more: https://www.peachtreeplanning.com/careers.

01/07/2026

Think about these 10 shocking facts during your retirement planning.

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01/06/2026

At Peachtree Planning, culture isn’t just a buzzword — it’s the foundation of everything we do.”

Hear from Ande Frazier, Head of Advisor Development & Innovation, on what makes our firm a place where advisors truly thrive. 🌟

Learn more at https://www.peachtreeplanning.com/careers.

01/06/2026

👥 The leadership style that builds loyalty can also destroy company value.

Many founders lead from the front—doing everything, knowing everything, being everywhere. It earns respect and loyalty. But to a buyer, it can signal risk.

One business owner spent nearly 20 years building a successful IT firm by always being “in the trenches.” His team admired him—but the business depended on him. It took a health scare to realize the company couldn’t thrive (or sell) that way.

The turning point?
✔ Real delegation
✔ Ownership and profit-based incentives
✔ Teaching leaders how the business truly makes money

As his team began thinking like owners, the business became less dependent on him—and far more valuable. The result was a 100% cash exit.

The takeaway for business owners:
If your company can’t run without you, buyers won’t pay a premium for it.

📈 Building loyalty is important. Building a business that operates independently is invaluable.

https://www.peachtreeplanning.com/business-owner-the-leadership-style-that-builds-loyaltyand-destroys-company-value

01/05/2026

Insurance isn’t fun to think about, but it can help protect you and give you confidence, so you can focus on the important things in life.

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

01/03/2026

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

01/02/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

12/31/2025

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.