Choice Wealth Management

Choice Wealth Management Guiding Families with Special Needs Dependents to Build & Preserve Wealth, Reduce Taxes, & Protect Public Benefits

05/28/2026

Roth conversions can be one of the most powerful financial
planning tools available. But determining how MUCH to convert each year is where strategy really matters.

In this video, I break down the concept of “filling the
bracket”, as well as how to evaluate how much to convert annually based on fluctuations in income.

As always, Roth conversion strategies should be evaluated within the context of your overall financial plan and tax situation.

If you want to see how this applies to your own situation, schedule some time with me here: https://buff.ly/OuCwEaX


Have you watched this yet? I recently had the opportunity to present Financial Planning: Build Your Future, Secure Your ...
05/20/2026

Have you watched this yet? I recently had the opportunity to present Financial Planning: Build Your Future, Secure Your Wealth with Maryland Public Television and Bowie State University - and the recording is now available! This was session one of a three-part series on financial, estate, and charitable gift planning where we covered the basics of working with a financial planner, what life events should trigger planning, and how different situations can call for very different approaches. Link in comments!

Let's give a warm welcome to our newest, tiniest team member and official Chief Comfort Officer, Kipp!A few days ago, Ra...
05/15/2026

Let's give a warm welcome to our newest, tiniest team member and official Chief Comfort Officer, Kipp!

A few days ago, Rasema's daughter came home with this tiny kitten who had lost his mom. And of course, she brought him to a home that already has 6 cats, a dog, and 2 gerbils, so what is one more?

Even though we got him for free, his hard-working skills in supervising, claiming the computer as his napping spot, and crashing meetings while making biscuits are priceless!

Welcome to the team Kipp!

Earlier this year, we were slated to present at this year’s FOCUS Education Conference that was unfortunately cancelled ...
05/12/2026

Earlier this year, we were slated to present at this year’s FOCUS Education Conference that was unfortunately cancelled due to inclement weather. While we missed the opportunity to connect with everyone in person, our recorded presentation, “5 Key Financial Planning Decisions Special Needs Families Must Make” is now available on the FOCUS Youtube page (link in comments). Hope you find this helpful!

To all the moms, grandmothers, stepmoms, mother figures, and caregivers, we’re wishing you a very Happy Mother’s Day!We ...
05/10/2026

To all the moms, grandmothers, stepmoms, mother figures, and caregivers, we’re wishing you a very Happy Mother’s Day!

We hope today gives you a chance to feel appreciated, enjoy time with family, and be reminded of the difference you make every day.

And for those who may be carrying the loss of a mother today, please know you are in our thoughts.

Wishing you and your family a warm Mother’s Day!

05/07/2026

What’s one expense that can derail an otherwise strong retirement plan? For many people, it’s long-term care.

Long-term care isn’t just a place, like a nursing home. It’s an event that can happen when someone needs help with at least two out of six activities of daily living, such as bathing, dressing, eating, transferring, toileting, or continence.

That detail matters because planning for long-term care is really about preserving options during one of the most medically vulnerable times in life.

Watch the full video to learn what to consider and use the calendar link to schedule time if this is something you’d like to talk through for your own plan.

📅 Schedule time here: https://buff.ly/udKpOlJ

04/30/2026

A question I hear from parents is whether a minor child with a disability, special needs, or chronic illness can receive Social Security benefits. The answer is: sometimes, but there are a few rules that are easy to miss, especially when it comes to SSI and how things can change as a child gets closer to adulthood. I talk through that in this video.

If this applies to your family or you want to talk through your situation, feel free to grab time here: https://buff.ly/udKpOlJ

Mid-year is a great time to take a quick look at your tax strategy and make sure you’re still on track.A lot can change ...
04/28/2026

Mid-year is a great time to take a quick look at your tax strategy and make sure you’re still on track.

A lot can change in a few months, and sometimes small adjustments now can make a meaningful difference by year-end - whether that’s how you’re using tax-advantaged accounts or just making sure everything is aligned with where you are today.

If you want to review where things stand, use this link to schedule a client review: https://buff.ly/FkRvOTZ

Not a client yet? You can book an intro conversation here too: https://buff.ly/tPMxJaL

04/23/2026

If your shot’s not falling, you don’t keep forcing tough shots… you get something easy to go in and build your rhythm back.

Same thing with your finances.

When things feel a little off or progress slows down, it’s usually not about making a big, flashy move. It’s about getting a few simple wins and building momentum again.

That’s the idea here. If things have felt a little stuck lately, it’ll make sense.

If you want help figuring out your next step, use this link to set up a quick intro conversation: https://buff.ly/tPMxJaL

We had a full weekend and got to be part of three great events supporting special needs families!On Saturday, we sponsor...
04/22/2026

We had a full weekend and got to be part of three great events supporting special needs families!

On Saturday, we sponsored the Autism & Unique Needs Resource Fair, hosted by the Autism Families of Hall County in Gainesville. It was great seeing so many families, caregivers, and local organizations all in one place sharing resources and supporting each other.

We also sponsored the Auturity.life Shining Together in Motion - Adaptive Sports Festival in Doraville, which was such a fun and impactful event. Seeing people of all ages out there moving, trying new things, and just enjoying the day together was awesome.

Then on Sunday, we wrapped up the weekend at the 2nd Annual Beyond the Spectrum Event hosted by Calculated Pathways, Inc. I had the chance to speak and be part of some really meaningful conversations around financial planning for families with special needs.

It was a busy weekend in the best way. Really grateful we got to be there and meet so many great people!!

Address

11555 Medlock Bridge Road, Ste 100
Johns Creek, GA
30097

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

https://www.youtube.com/@choicewealthmgt, https://www.tiktok.com/@greg.corneille, https:/

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