DUN
Community | 15
FEBRUARY 2021 ■ www.ReporterNewspapers.net
Volunteers aid parks and arts in ‘Day of Service’
Many volunteers turned out Jan. 18 to
aid parks and painting projects as part
of the “Day of Service,” the city of Dun-
woody’s annual way of marking Martin
Luther King Jr. Day.
Around 100 volunteers worked to up
root invasive species at the Dunwoody
Nature Center on Roberts Drive and
to paint a mural on a courtyard at the
Spruill Center for the Arts on Chamblee-
Dunwoody Road. Brook Run Park on
North Peachtree Road was a volunteer
site as well.
With the event occurring during the
pandemic, the attendance was limited
by registration and volunteers worked in
masks.
Other MLK Day events in Dunwoody
included a display of King-related items
by the Dunwoody Preservation Trust at
the Donaldson-Bannister Farm, and a
food drive to help fill the pantries at Com
munity Assistance Center and Malachi’s
Storehouse, which have seen enormous
demand during the pandemic.
PHOTOS BY PHIL MOSIER.
Right, Kate Carson of the ecological cooperative ReForest ATL holds up a sample plant as she
leads volunteers to remove invasive species at the Dunwoody Nature Center.
Top left, Jack Burch, an Emory University sophomore who grew up in Dunwoody, checks the temperature
of incoming volunteers at the Dunwoody Nature Center as a pandemic safety precaution.
Bottom left, Volunteers uproot ivy at the Nature Center.
WORTHWHILE CONVERSATIONS
SIMPLIFYING AND ORGANIZING IN THE NEW YEAR
HOW DO YOU HELP PEOPLE FULFILL THOSE PREDICTABLE RESOLUTIONS
ABOUT BETTER ORGANIZING THEIR FINANCES?
"Predictable" is correct. In our 50-year history, we consistently hear this goal from
clients. It is logical because complicated and disorganized financial planning leads
to stress and procrastination over important decisions. The good news: Just a
few simple steps can result in significant improvement in your planning. For most
people, it starts with preparing an up-to-date Balance Sheet that lists all of your
financial accounts and assets, along with all debts owed. Update this yearly as a
financial discipline.
AN UPDATED BALANCE SHEET MAKES SENSE. WHERE’S THE SIMPLIFYING?
Find opportunities to simplify by consolidating assets and liabilities into
fewer accounts that are easier to track and manage. Over time, many families
"proliferate" financial accounts which no longer make sense as a whole.
Consolidating accounts makes it easier to properly manage personal finances,
reducing costs and account fees. Do the same with credit cards and liability
accounts. Imagine the feeling of efficiency as it becomes easier and quicker to
manage accounts (auto-payments, paperless files, etc.). Also, don't forget to
protect these accounts from cyber-fraud. Use a Password Manager to organize
and easily recall complex passwords.
WHAT ABOUT A BUDGET?
Our Wealth Planning Committee, a multi-disciplinary group of professionals
(CPAs, JDs, and other credentialed firm members), meets to brainstorm such
topics and has developed a client-centered approach. Committee Chair, Phillip
Bill Kring, MaryJane LeCroy, and Phillip Hamman discuss the importance
of developing hassle-free and organized financial lives. (Left to right: Phillip
Hamman, CFA, CFP®; MaryJane LeCroy, CFP®; and Bill Kring, CFP®)
Plamman, CFP®, CFA, commented about budgets: "We should re-invent budgeting
since 'Budgeting in Reverse’ is sufficient for most - simply identify the required
savings and accumulation targets, and make sure you hit those numbers."
WHERE CAN YOU GET HELP?
Slaying the "Organization Dragon" is more than a weekend exercise. If you need
help getting things in order, talk with your financial advisor since they may have
expertise. We advise people to be careful in seeking help. Choose an advisor 100%
committed to the Fiduciary business model, with a legal duty to put their clients'
best interests first. This is the model we follow at Linscomb & Williams. Contact
us if you would like to sit down and create an organized financial plan at our office
in Atlanta.
LINSCOMB
WILLIAMS
WEALTH MANAGEMENT SINCE 1971
Atlanta Wealth & Pension Team
2727 Paces Ferry Road SE Building Two, Suite 1475
Atlanta, Georgia 30339
770 333 0113 www.linscomb-williams.com
CADENCE„„
Linscomb & Williams is not an accounting firm. Subsidiary of Cadence Bank. Investment Products: Not insured by FDIC. Not bank guaranteed. May lose value. Not insured by any Federal Government Agency. Not a bank deposit.
