Consilium Associates is a wealth advisory firm located in Alpharetta, Georgia. Our name is of Latin origin, meaning “counsel,” chosen because we believe that without wise counsel plans fail; but, with many advisors, they succeed. Our offering of comprehensive financial planning and investment management services is built on the pillars of personal attention and independent thinking.
Navigating the transitions of widowhood can be overwhelming, especially the financial aspects. The First Year Checklist provides a list of some items that will need attention, including a suggested timeline.
Click Here for ChecklistClick below to learn more about our team and how we can assist you with your financial planning and investment management needs.
Click hereTips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
Estimate the future value of your current savings.
How much would your monthly lease payment be?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,770.20 | -0.95% |
| Dow Jones Transportation | 10,508.74 | +0.12% |
| Dow Jones Utilities | 866.01 | +0.43% |
| Nasdaq 100 | 7,868.49 | -0.93% |
| NYSE Composite | 13,006.64 | -0.25% |
| AMEX Composite | 2,440.30 | +0.13% |
| PHLX Semiconductor Index | 1,590.09 | -1.06% |
| OSX Oil Service Sector Index | 62.86 | -1.77% |
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All quotes are in US Eastern Time (EST).
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