BIP Wealth Personal Wealth Advisor Andy Bunch shares 10 lessons he learned raising a daughter with Down syndrome and what every parent should know about special needs trusts, Medicaid waivers, ABLE accounts, conservatorship, and building a life plan.
BIP Wealth Personal Wealth Advisor Andy Bunch shares 10 lessons he learned raising a daughter with Down syndrome and what every parent should know about special needs trusts, Medicaid waivers, ABLE accounts, conservatorship, and building a life plan.
BIP Wealth has partnered with Red Tortoise, a highly respected Atlanta-based wealth management firm. Their team and clients are now part of the BIP Wealth family as we continue expanding our presence and capabilities across Georgia.
Do you really need a trust or is it just estate planning noise? In this post, I break down what trusts actually do, the key differences between revocable and irrevocable structures, how trust income is taxed, and when creditor protection applies. Whether you're just starting to think about your estate or revisiting an old plan, this is a grounded starting point.
A client recently asked whether BIP Wealth's inorganic growth is to prepare the firm to be acquired. Bill Harris shares his answer and what makes BIP Wealth's path different from most advisory firms.
How should a long-term real estate investor exit a 40-property portfolio? Our case study reveals the strategy that produced the best after-tax outcome for our client’s situation.
In our Q2 2026 Quarterly Market Report, Chief Investment Officer Eric Cramer, CFP®, CFA®, examines why top U.S. stocks struggled in Q1, what rising commodity prices could mean for inflation, and how a shifting global trade landscape is reshaping the investment outlook. Here's what you need to know.
Governor Kemp just signed two significant tax bills into law. Here's a plain-English breakdown of what House Bill 463 and Senate Bill 33 may mean for Georgia taxpayers, from a lower income tax rate to new property tax relief options.
Learn how to navigate the financial side of professional sports from former pros and current financial advisors Kyle Schmidt, John Hester, Chase Murray and Jeremy Hermida.
The Special Needs Planning Playbook: What I Wish I Had Known From the Start
