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What to say about 2022?

January 18, 2023

We look back at 2022 “by the numbers” and look forward to 2023!

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https://chicorywealth.com/wp-content/uploads/2023/04/CW-2022-By-The-Numbers-copy.jpg 486 600 The Team https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg The Team2023-01-18 16:24:262023-05-15 16:02:04What to say about 2022?

A Year of Growth for Chicory Wealth

January 13, 2022

Look back with us to a year of growth at Chicory Wealth.

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https://chicorywealth.com/wp-content/uploads/2023/04/2021.png 217 600 The Team https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg The Team2022-01-13 16:10:312023-05-15 16:00:41A Year of Growth for Chicory Wealth

New Opportunities for Student Loan Forgiveness

November 12, 2021

People who work in public service may be eligible for school loan forgiveness.

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https://chicorywealth.com/wp-content/uploads/2023/04/Student-Loan-graphic.jpg 408 600 The Team https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg The Team2021-11-12 19:22:022023-05-15 16:05:29New Opportunities for Student Loan Forgiveness

Just What Do We Mean by “Integrating Money and Meaning”?

March 12, 2021

Here’s what our tag line means to us. What does “Integrating Money and Meaning” say to you?

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https://chicorywealth.com/wp-content/uploads/2023/04/CW-banner-with-words.jpg 323 600 Liz McGeachy, Communications Director https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg Liz McGeachy, Communications Director2021-03-12 16:00:222023-05-15 16:13:45Just What Do We Mean by “Integrating Money and Meaning”?

For My Loved Ones

April 16, 2020

Chicory Wealth is offering a free workbook that allows you to leave critical information for your loved ones when you are no longer here.

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https://chicorywealth.com/wp-content/uploads/2023/04/Photo-for-For-My-Loved-Ones-e1587048837159.jpg 333 500 Liz McGeachy, Communications Director https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg Liz McGeachy, Communications Director2020-04-16 15:10:282023-05-15 20:24:29For My Loved Ones

Successful Aging Requires “Whole Life” Planning

February 14, 2020

Financial security as we age is important, but there is much more to a successful and fulfilling aging experience.

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https://chicorywealth.com/wp-content/uploads/2023/04/when-can-I-retire.jpg 773 1159 The Team https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg The Team2020-02-14 17:06:422023-04-18 16:07:08Successful Aging Requires “Whole Life” Planning

What Does a Personal Financial Plan Include?

November 21, 2019

Traditionally, financial advisors who create personal financial plans for their clients tend to focus mostly on the numbers in their clients’ lives – their asset levels, their cash flow, their savings plans, their net worth. This data-driven approach can be used to project their likelihood of “success” in retirement.

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https://chicorywealth.com/wp-content/uploads/2023/04/Mary-and-Maggie-SMALL.jpg 1367 2048 Liz McGeachy, Communications Director https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg Liz McGeachy, Communications Director2019-11-21 19:09:232023-05-15 20:30:10What Does a Personal Financial Plan Include?

When Opposites Come Together, Can Peace Follow?

August 14, 2019

Financial Advisor Jacob Newcomer wonders whether an unlikely joint venture can bring peace.

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What is a fee-only financial planner?

June 20, 2019

Because Chicory Wealth is a fee-only practice, our clients pay a flat fee for financial planning services and a separate percentage fee for managing the clients’ assets. We are never paid by commission for selling other products, meaning no conflicts of interest. Simple.

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https://chicorywealth.com/wp-content/uploads/2023/04/what-is-fee-only-financial-planner.jpg 978 1500 Liz McGeachy, Communications Director https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg Liz McGeachy, Communications Director2019-06-20 15:56:322023-05-15 20:32:25What is a fee-only financial planner?

Clarifying What We Value

April 24, 2019

The Chicory Wealth team recently went through the process of articulating our values — a great exercise!

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https://chicorywealth.com/wp-content/uploads/2023/04/CW-banner-photo-smaller-e1556115613669.jpg 602 800 Maggie Kulyk, CEO and Founder https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg Maggie Kulyk, CEO and Founder2019-04-24 14:25:582023-04-18 16:07:07Clarifying What We Value
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The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. It is not possible to invest directly in an index. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.

Contact Info

  • 3904 North Druid Hills Road #366 Decatur, GA 30033

  • 404.294.5917

  • 470.440.7249

  • [email protected]

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