Chamblee, GA April 2024

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Investing in what matters! APRIL 2024
Canna-curious? Hemp Fest 2024 at Nuts ‘n Berries Join us at Hemp Fest, an elevated experience happening on April 20th and 21st! On Saturday, April 20th from 4:20pm to 7:20pm, immerse yourself in the world of everyone’s favorite herb. Delight in a guided journey through various strains led by our expert Budtender. Discover the nuances of each strain and craft your own unique experience. Plus, indulge in The Luna Experience: Elevated Painting, a signature event led by a local artist. On Sunday, April 21st starting at 10am, it’s time for Fizz Ed! Explore the realm of infused beverages. Partake in our Sundaze Outdoor Mindfulness Sesh at 10:30am, grab a beverage from our infused outdoor coffee bar, then stick around for a day filled with sips and shopping. Join us for games, tastings, and more surprises throughout the day. Don’t miss out on this 21+ interactive event! And of course, if you get hungry we will have a food truck on site with healthy eats on Sunday from noon-3pm! Nuts ‘n Berries – we are YOUR neighborhood market. nutsnberries.com | 4274 Peachtree Road NE, Brookhaven 20% OFF on any hemp purchase in April when you mention our ad or shop online using code “CITYLIFE20” Explore the World of Hemp with our Expert Guides

Investing matters!

Investment by definition is the act of devoting time, effort, energy or finances to a particular undertaking with the expectation of a worthwhile result. We can invest in a lot of things such as our community, our relationships, our finances, and our health with the hope that the effort will have a positive impact. We can invest in our community by supporting our local businesses, schools and local organizations. We can serve the community through volunteerism and investment in future generations. The city of Chamblee’s growth and evolution is a prime example of this kind of investment – and it’s not done yet!

On a larger scale, we can participate in public surveys and stay educated and involved with future city planning. Investing in our finances helps create wealth, meets long-term financial goals, and secures our retirement. On a personal level, we can invest in our families and enrich relationships by giving time and effort to the people in our lives who mean the most to us. This type of investment has the most meaningful impact to, not only us, but to the people closest to us.

I am by no means a financial expert or guru, but several years ago a modest investment in a little DVD rental by mail company called Netflix, by good fortune, resulted in my ability to become a small business owner. And now this publication gives us a platform to invest in the continued growth of our Chamblee community and the excitement we all share about it. There are always opportunities for investment – in your finances, in your community, in your own or your family’s well-being. It’s a constant in life. And while investing in ourselves, relationships, community and finances can look very different from person to person, the effort we put into these areas of our lives is done with the common goal of having a positive impact that yields results.

In this issue, we wanted to share about some of the ways that we can invest in our community, our finances and with those that we love, and we explore a few of those different ways and how they can impact all of us.

April 2024

Kevin Parker | kevin.parker@citylifestyle.com

EDITOR

Tana Poncsak | tana.poncsak@citylifestyle.com

ACCOUNT MANAGER

Polina Williams | polina.williams@citylifestyle.com

STAFF PHOTOGRAPHER

Janet Howard | j@janethowardstudio.com

CONTRIBUTING WRITERS

Robert Platt and Aaron Michelle Platt-Baker

Corporate

Robinson

LIFESTYLE LETTER
CITYLIFESTYLE.COM/CHAMBLEE LIFESTYLE LETTER Chamblee City Lifestyle™ is published monthly by Lifestyle Publications LLC. It is distributed via the US Postal Service to some of the Chamblee area’s most affluent neighborhoods. Articles and advertisements do not necessarily reflect Lifestyle Publications’ opinions. No portion of this magazine may be reproduced in any form without written consent. Lifestyle Publications does not assume responsibility for statements made by advertisers or editorial contributors. Information in Chamblee City Lifestyle™ is gathered from sources considered to be reliable, but the accuracy of all information cannot be guaranteed. Proverbs 3:5-6
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Move Well Be Well

Our goal is to provide our community with a top of the line gym experience focused on moving well and being well through thoughtful programming, professional coaching and enthusiastic community engagement. Call or email us today to book your free consultation.

crossfitvengeance.com | 404.620.1795 5463 Peachtree Road Suite B | admin@crossfitvengeance All loans subject to credit approval. Debi Campbell Mortgage Banker, NMLS# 1106720 D: 404.667.2966 amerisbank.com/debicampbell debi.campbell@amerisbank.com Looking to purchase, build or refinance a home? Let’s talk. 5 | CITYLIFESTYLE.COM/CHAMBLEE APRIL 2024
inside the issue APRIL 2024 | INVESTMENT Departments For our April cover we have “Max,” the piano, donated to Chamblee by Play Me Again Pianos, a Georgia non-profit charity. Max is one of many elements that makes the city a unique community. Photography: Janet Howard On the Cover 4 Lifestyle Letter 8 City Scene 12 Business Monthly 14 Money Matters FINANCE + LEGAL SERVICES 18 Our Town LIFE + CULTURE 22 Travel Journal TRAVEL 26 Home Update HOME + DESIGN 28 Expert Help FINANCE + LEGAL SERVICES 32 Events 33 Realty Report REAL ESTATE 34 Decor Trends HOME + DESIGN Invest in Yourself What does it mean to invest in yourself? Invest in Community Ways to invest in your community Invest in a Villa Vacation Dream Vacations Travel Agency Owner Sells Private Villa Vacations Through Partnership with Villas of Distinction® Invest in Your Home Learn how money matters when renovating your home Featured 14 18 22 34 14 34 18 22 6
KostaBoda Tulipa. This collection is a vintage collaboration between KostaBoda and the famous artist, Ulrica Hydman Vallien. Now available to rent for your Spring/Summer events through Tabloozah, exclusively. (Seating up to 22) Other designer tabletop available at Tabloozah: Arthur Court, Royal Crown Derby, Richard Ginori and Versace. Mention TULIPA when booking for 25% off. tabloozah.com | 770.841.6811 | 1954 Airport Road Suite 123 We are Thrilled to Announce a Stunning New Addition to our Tabletop Rental Inventory We make homes & businesses sparkle! MEETS COMFORT where cleanliness 678.499.1228 | V ciriloscleaning *with first house cleaning. FREE Oven and Refrigerator Cleaning! * 7 | CITYLIFESTYLE.COM/CHAMBLEE APRIL 2024

city scene

WHERE NEIGHBORS CAN SEE AND BE SEEN

1: Kevin Parker, publisher, speaks at the recent launch event for Chamblee City Lifestyle Magazine. 2: Many attend the Chamblee City Lifestyle Magazine launch event held at Atlanta Golf & Social. 3: Kevin Kaspar, partner of Kaspar & White, CPA, takes his prize during the raffle. 4: Kevin Parker with Chamblee city officials at the recent launch event. 5: Networking and fun at the Chamblee City Lifestyle event at Atlanta Golf & Social. 6: Kevin Parker and Chelle Hawn Benson, owner of Tabloozah, at the magazine launch event. 7: The staff of Chamblee City Lifestyle Magazine at the magazine launch event.
APRIL 2024
JANET HOWARD JANET HOWARD JANET HOWARD JANET HOWARD SCOTT DEVINE JANET HOWARD
CITY SCENE 1 2 3 4 5 6 7 8
JANET HOWARD

8: Residents volunteer their time and support for Arbor Day and Keep Chamblee Beautiful. 9: The Atlanta Lunar New Year Festival includes a parade and other festivities in the celebration! 10: Kids attend the STEM Unite Lego Robotics Camp in the Keswick Park Community Room. 11: Friends of the Chamblee Library meet to discuss upcoming events and initiatives. 12: Speed networking with attendees of the Freelance Unlocked event at the Distillery of Modern Art. 13: Relive is busy while holding a Grand Opening Event in the Chamblee location. 14: It’s a packed house for the Chamblee Onstage production of ‘Chicago: Teen Edition.’

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CITY OF CHAMBLEE KEVIN PARKER
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KEVIN PARKER TANA PONCSAK TANA PONCSAK CITY OF CHAMBLEE
9 | CITYLIFESTYLE.COM/CHAMBLEE APRIL 2024
CITY OF CHAMBLEE
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WHAT DOES YOUR SALIVA SAY ABOUT YOUR HEALTH?
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business monthly

A ROUNDUP OF NEWS FROM LOCAL BUSINESSES

The Alden

Congratulations to Jared Hucks, owner and executive chef of The Alden Restaurant. Jared is one of six 2024 Georgia Grown Executive Chefs recently added to the Georgia Grown Executive Chefs Program. The program is statewide and fosters relationships between chefs and farmers, and it also brings about awareness of the quality of sources and locally grown products in area restaurants. The program is in its 15th year. For more information, visit georgiagrown.com and thealdenrestaurant.com

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The City of Chamblee

The city of Chamblee recently received a 2023 Governor’s Circle Award for outstanding achievements in community beautification and environmental sustainability. The Keep Georgia Beautiful Foundation (KGBF) presented the award in recognition of exemplary performance in litter reduction, waste minimization, and community greening. Congratulations to the city of Chamblee! For more information, visit Chambleega.com.

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Tabloozah

With Spring coming soon, it‘s a great time to consider alfresco dining for your next event. Dining outdoors allows your guests to enjoy the beauty of nature, whether it’s a scenic view, a lush garden, or simply feeling the sun or breeze on their skin. This connection with the outdoors can elevate your party experience and promote a sense of relaxation and well-being. Visit  tabloozah.com to schedule your free 20-minute consultation!

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BUSINESS MONTHLY
Photography by Brandon Amato Photography by The city of Chamblee Photography by Tabloozah
APRIL 2024 Want to be featured? GET IN TOUCH AT CITYLIFESTYLE.COM/CHAMBLEE 12
Pasta · Calzones · Pizza Soups · Salads · More! Available for Catering HOME OF THE Best Cheesesteak South of Philly! Order Online or Stop By Today! MADITALIAN.COM // 770.451.8048 // 2089 Savoy Dr. · Atlanta, GA 30341 CELEBRATING 50 Years IN ATLANTA! Inspiration for your best local life. Good news happening right in your neighborhood. STAY CONNECTED TO YOUR COMMUNITY FOLLOW US ON INSTAGRAM Chamblee City l ifestyle™ SCAN TO CONNECT 13 | CITYLIFESTYLE.COM/CHAMBLEE APRIL 2024

Invest in Yourself

Tamala Williams grew up in Chapel Hill, N.C., in a family of five. It was during college, Tamala realized she wanted to do something to help others. After graduating with a degree in Sociology, Tamala found herself in Atlanta working for an investment brokerage firm. That experience laid the foundation for the work she does today as a CERTIFIED FINANCIAL PLANNER™ and partner at Key Planning in Chamblee. Tamala also holds the Retirement Income Certified Professional™ designation. Tamala and her husband live near Chamblee with their family of “happy backyard chickens.”

When it comes to investing, we wanted to find out what it means to invest in yourself, so we spoke with Tamala to get a better understanding of the concept and why it’s important.

WHAT DOES IT MEAN TO INVEST IN YOURSELF?

Tamala Williams is a partner with Key Planning Financial Advisory & Tax Planning in Chamblee.

MONEY MATTERS | FINANCE + LEGAL SERVICES
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“IT’S SO IMPORTANT TO PRACTICE SELF-CARE, WHICH IS ALSO AN EXAMPLE OF INVESTING IN YOURSELF.”
TAMALA WILLIAMS, CERTIFIED FINANCIAL PLANNER™

AND PARTNER AT KEY PLANNING

WHEN CREATING A BUDGET, WE OFTEN HEAR YOU SHOULD “PAY YOURSELF FIRST.” WHY IS THIS AND WHAT DOES IT MEAN EXACTLY?

Pay yourself first is a budgeting strategy where you put aside a percentage or fixed amount of money from each paycheck for savings, retirement, emergency fund or other specific account. You do this before you allocate any of your paycheck to other categories in your budget. The money set aside isn’t for frivolous spending. It’s to be saved or invested for the future. This budgeting method has been around for a long time and has proven to be effective. In fact, many people are already paying themselves first whether they intend to or not when they participate in an employee sponsored retirement plan like a 401K.

WHAT DOES IT MEAN TO “INVEST IN YOURSELF” AND WHAT ARE SOME WAYS OUR READERS CAN APPLY THIS CONCEPT?

I believe the phrase “invest in yourself” means intentionally putting time or money or discipline into improving your current situation and quality of life. People can invest in their health by committing to taking a certain number of steps each day or by going back to school or getting a certification or starting a business. I think it’s important to know that investing in yourself doesn’t necessarily require a dramatic shift in your daily life and it doesn’t have to come at a significant cost financially.

There are ways to invest in yourself without spending a lot of money. Exercising doesn’t require an expensive gym membership or costly at-home equipment. Many new skills can be learned by reading and applying the information. YouTube and other apps are also great resources for learning. You can also ask someone to be your mentor or coach.

Tamala Williams, CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional™, helps us understand what it means to invest in yourself. CONTINUED >
Williams helps others make sound financial decisions. 15 | CITYLIFESTYLE.COM/CHAMBLEE APRIL 2024
Tamala

Tamala Williams

KEY PLANNING

When it comes to investing, we often hear you should pay yourself first and that it’s important to invest in yourself. We wanted to find out what it means to pay yourself first and to invest in yourself, so we spoke with Tamala Williams of Key Planning to get a better understanding of the concept and why it’s important. What we found is that investing in ourselves can be relevant to our well-being and requires strategy and takes some discipline. Read the full story for details.

Tamala Williams earned her degree in Sociology. Currently, she is a CERTIFIED FINANCIAL PLANNER™ and partner at Key Planning in Chamblee. Tamala also holds the Retirement Income Certified Professional™ designation.

Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC.  Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Key Planning and Cambridge are not affiliated.

WHAT ARE SOME OF THE REWARDS AND BENEFITS WHEN IT COMES TO “INVESTING IN YOURSELF?”

Rewards from investing in yourself from a health standpoint could be living pain-free or without the use of prescriptions or improved flexibility. Financial rewards may be the choice to retire early or the experience of what it feels like to be completely debt-free. Often the benefits of investing in yourself are passed down or shared with others. For example, when parents leave an inheritance for their children – that wealth or those assets may have been from the discipline of the parents making sound investment choices over time and the children may reap the financial rewards from that discipline. It can really be a gift that keeps on giving.

WE HEAR A LOT ABOUT SELF-CARE. WOULD YOU CONSIDER THIS AS A WAY TO INVEST IN YOURSELF? IF SO, WHAT ARE THE BENEFITS OF SELF-CARE?

Yes! The way I look at it, self-care is self-preservation! It’s so important to practice self-care, which is also an example of investing in yourself. Financial self-care can allow you to support people and causes that you care about, and it can reduce the stress from overspending. Most importantly, financial self-care can help you plan for the future and reach goals such as owning a home or retiring. Self-care practices will hopefully have you feeling more energetic, improve your mood, and help you gain a greater purpose in life.

HOW CAN WE MODERATE SPENDING WHEN IT COMES TO INVESTING IN YOURSELF AND SELF-CARE?

The best way is to stick to a budget. If there’s something specific you want to do or accomplish, save and plan for it as you would for a vacation or large purchase. Also, look for ways to reduce or eliminate expenses. For instance, in most households there are several subscription based streaming services. It’s good to review those subscriptions and cancel the ones that aren’t used often.

When you make a commitment to invest in yourself, there should be a high emphasis on accountability. That is accepting responsibility for your actions or inactions. If you struggle with self-accountability, ask a trusted friend or family member to be an accountability partner. And learn to say no when you need to.

For more information about Tamala and Key Planning Financial Advisory & Tax Planning, visit keyplanning.com

MONEY MATTERS | FINANCE + LEGAL SERVICES 16
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Invest in Community

WAYS TO INVEST IN YOUR COMMUNITY

OUR TOWN | LIFE + CULTURE
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'Max' the piano sits on the Chamblee Rail Trail and is open for play.
“The city creates opportunities for residents to participate and to make a difference in the place they’ve chosen to call home.

Most people spend time looking for the right home in the right community, and as residents, they want to see their community thrive. The best way to help is to invest in your community.

The city creates opportunities for residents to participate and to make a difference in the place they've chosen to call home. Events, public meetings, and more are all ways the city opens communication and creates opportunities for resident engagement.

HERE ARE SOME WAYS RESIDENTS CAN INVEST IN THEIR COMMUNITY:

• Get involved in planning and city government. Attend meetings. Not only will you know what's going on in city government, you can also have input in the city's future.

• Volunteer your time and your talents - join a committee or run for office.

Residents attend a recent Town Hall Meeting.
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Crowds gather at A Taste of Chamblee.

• Get involved in your child's school and volunteer.

• Support local businesses, artists, and restaurants by shopping, dining, referring a friend, and when you have a good experience, tell others by writing a review.

• Attend events like the Summer Concert Series, a Taste of Chamblee, the annual Chalk Walk, and more. It's a great way to meet your neighbors!

• Use facilities such as parks, libraries, and other community venues.

• Take part in offerings such as the Citizen's Police Academy, Chamblee 101 and others to learn more about the city and how things run behind the scenes.

• Stay informed by reading Signal, Chamblee's newsletter, follow Chamblee on social media, and visit the city's website at chambleega.com

If you want to invest in your community, the answer is simple - get involved. For information, visit chambleega.com .

What do we mean by investing in the community? To invest in your community is as simple as using your time and talents to help create a thriving community that you can be proud to call home.
OUR TOWN | LIFE + CULTURE
Art, like the Pollinator Bridge Weaving, not only adds beauty, but helps to make the community unique. Photo credit: City of Chamblee
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Volunteers work to plant trees for Arbor Day.

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Call now or go to our website to schedule a FREE 30-minute online consultation.

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Invest in a Villa Vacation

Dream Vacations Travel Agency Owner Sells Private Villa Vacations Through Partnership with Villas of Distinction®

Heather Dockery, Dream Vacations travel agency owner and vacation specialist, has partnered with the award-winning Villas of Distinction®, the world’s premier luxury villa rental company to create memorable vacation experiences for customers while offering the best value.

“Booking a villa isn't just a stay. It's a passport to freedom,” Heather says.

Renting a private villa is ideal for families or groups of friends. Many of the villas feature private pools, butlers, maids, and chefs, and can be cleaned and sanitized on a daily basis. Heather works with a Villas Concierge to accommodate special requests and to create once-in-a-lifetime experiences for customers.

Beach Enclave North Shore is a four-bedroom beachfront villa that provides the utmost privacy and unparalleled views on a picturesque bluff in Turks and Caicos. Guests can access 100 feet of exclusive beachfront, a shaded beach deck, a summer kitchen, an outdoor shower, a fire pit, and an infinity-edge pool. The villa’s open, airy interior design

features an expansive living area lined by sliding glass doors, an open layout kitchen, and an inviting dining area.

Since 1988, the Villas of Distinction team has paired travelers with a perfect vacation home for a one-of-a-kind getaway. Villas of Distinction has an exclusive portfolio of villas in more than 60 destinations worldwide, including the United States, Caribbean, Mexico, Europe, Central America, and beyond. Villas feature an excellent staff and amenities like private pools, home theaters, game rooms, and fitness centers. Every villa meets strict standards to exceed expectations.

Dream Vacations is part of World Travel Holdings, a member of the International Franchise Association, designated as a franchise partner of the year by major cruise lines, and is nationally recognized for its support of military veterans.

For more information on luxury villa properties and booking a villa vacation, visit hdockery.dreamvacations.com/travel/ villas or call 470-945-5528.

ARTICLE AND PHOTOGRAPHY BY DREAM VACATIONS
TRAVEL JOURNAL | TRAVEL 22
Heather Dockery is a Dream Vacations travel agency owner and vacation specialist

This beachfront villa provides the utmost privacy and unparalleled views.

Guests enjoy exclusive access to a premier beachfront spanning 100 feet and a shaded beach deck.

“Booking a villa isn’t just a stay. It’s a passport to freedom.”

Heather Dockery

Enjoy the views on your villa vacation!

Villas feature excellent staff and state-of-the-art amenities – like private pools, home theaters, in-villa game rooms, and fitness centers.

23 | CITYLIFESTYLE.COM/CHAMBLEE APRIL 2024
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INDOOR PLANT GUIDE

Investing in indoor plants can not only spruce up your living space, but also bring numerous health and well-being benefits

SNAKE PLANT:

The Snake Plant is for anyone from a green thumb to a black thumb because anyone can grow it. These hardy plants can adapt to any environment and can live in both high light and low light.

HOPE PEPEROMIA:

The Hope Peperomia likes medium to bright direct sunlight. It does well as a tabletop plant or a hanging plant. Watering is only needed one time a month regardless of plant size.

Bringing the outdoors in with the use of house plants is a great way to add color and dimension to your space. We sat down with Jesse Nelson at Family Tree Nursery, based in Kansas, and discussed the benefits of incorporating plant life into your home. “There are plenty of studies on the health benefits of plants, and the evidence suggests that being around plants and caring for plant life increases overall wellness,” explains Nelson. “Anytime you bring a plant into a home or work environment, it’s going to make you feel better. It is going to beautify the space in a way that art cannot, and they also have the added benefit of  purifying the air.” There are a wide variety of indoor plants that work for any space and light situation that you may have. Regardless if you have a green thumb or a black thumb, there are plant varieties that fit your lifestyle. Here are a few of our favorite indoor plants to incorporate into your home.

ZZ PLANT:

The ZZ plant, which its formal name is Zamioculas Zamiifolia, is a very easy plant to care for. They like anything from low light to bright light. These plants are hard to kill and can go a long time without being watered.

HOME UPDATE | HOME + DESIGN 26
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YOU ONLY GET ONE RETIREMENT

ARTICLE COURTESY OF IMPACT WEALTH
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RETIREMENT INCOME PLANNING: MAXIMIZING WEALTH AND LEGACY
EXPERT HELP | FINANCE + LEGAL SERVICES 28

Retirement marks the culmination of years of dedication, perseverance and sound financial choices. It's often envisioned as a period of relaxation, exploration and deep connection with family and friends. However, this dream doesn't just manifest. It necessitates forward-thinking and detailed planning, regardless of one's financial status. Amid global economic changes, evolving life expectancies and intricate tax systems, an all-encompassing and strategic retirement plan is more crucial than ever.

A key element of effective retirement planning is diversifying your income sources. While staples like 401(k)s or IRAs are foundational, it's equally important to branch out. Dividend-bearing stocks can provide regular dividends, bonds offer both periodic interest and principal return and real estate, whether directly or indirectly owned, has potential for both rental income and value growth. Private investments can also yield passive income and impressive returns.

Tax considerations significantly influence retirement strategies. Each financial action, from asset sales to account withdrawals, can carry tax consequences. Knowing these details can greatly influence one's overall retirement income. Tactics such as Roth IRA conversions can help distribute tax liabilities over time, allowing for tax-free withdrawals later on. Using strategies like tax-loss harvesting can balance out capital gains, ensuring proactive steps to reduce tax impact.

SOURCES OF INCOME DURING RETIREMENT

Annuities have long been recognized as a popular retirement income source. An annuity is essentially a financial contract that can

offer a steady and predictable income, with options that might even extend to lifetime payouts. Available in varieties like fixed, variable and indexed, they often come with tax advantages. However, retirees should also be aware of certain drawbacks. These might include fees and expenses, issues around liquidity, and potential concerns related to inflation.

Delving into the world of Alternative Investments, retirees can consider assets such as hedge funds, private equity and real assets, among others. These investments may promise higher returns and provide diversification away from traditional stocks and bonds. However, the complexities of these investments mean they often come with challenges like illiquidity, higher fees and the need for a thorough understanding of the investment itself.

Delaware Statutory Trusts (DSTs), while not familiar to everyone, can be a potential retirement income source. Historically rooted, DSTs offer a form of passive real estate investment, which can lead to regular distributions. They also open doors to 1031 exchange possibilities, offering tax deferral benefits. But, just like any other investment, DSTs have their limitations, notably the lack of liquidity and the heavy reliance on trust management.

Introduced by the Tax Cuts and Jobs Act of 2017, Qualified Opportunity Zones (QOZs) were designed to spur economic development. Investing in these zones can lead to deferral, reduction and even the potential elimination of certain capital gains taxes. However, they often require a long-term investment horizon, and retirees must be well-versed with the specifics of the chosen opportunity zone.

“USING STRATEGIES LIKE TAX-LOSS HARVESTING CAN BALANCE OUT CAPITAL GAINS, ENSURING PROACTIVE STEPS TO REDUCE TAX IMPACT.”
CONTINUED > 29 | CITYLIFESTYLE.COM/CHAMBLEE APRIL 2024

Retirement

Rental Income remains a favorite for many looking for consistent returns. Whether through direct property ownership or Real Estate Investment Trusts (REITs), real estate can offer passive income, tax benefits and appreciation. Yet, the responsibilities tied to property management, the uncertainties of market fluctuations and other associated costs must not be ignored.

The backbone of many retirement plans, Social Security Income, provides a safety net for millions. Established with the intent of financial assistance, the amount one receives depends on various factors. There are also strategies retirees can employ to maximize these benefits, such as deciding on the optimal time to claim or considering the implications of working while receiving benefits.

ESTATE PLANNING AND PHILANTHROPY

Beyond the immediate realm of retirement, estate planning emerges. This encompasses not just post-retirement arrangements but also asset distribution for future generations or charitable endeavors. Regularly reviewing wills, trusts and beneficiary designations ensures alignment with changing circumstances.

Philanthropy seamlessly integrates with retirement plans. Beyond fulfilling a personal mission to give back, it also carries financial benefits. Using instruments like donor-advised funds or charitable trusts lets individuals make impactful societal contributions while enjoying tax advantages.

You only get one retirement. In the ever-evolving world of finance, staying updated and flexible is essential to ensure the continued relevance and efficiency of one's retirement strategy.

Disclosures

Securities offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/ SIPC. Advisory services offered only by duly registered individuals of Csenge Advisory Group, LLC. MAS, Csenge Advisory Group, LLC and Impact Wealth, LLC are not affiliated entities.   Investing involves risk, including the potential loss of principal. This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Every retirement journey is distinct, and each vision merits expert guidance. Impact Wealth is based in Boulder Colorado. You can contact them at Impact@ImpactWealth.com.

EXPERT HELP | FINANCE + LEGAL SERVICES 30
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APRIL 2024

events

A SELECTION OF UPCOMING LOCAL EVENTS

APRIL 5TH

Friends of the Chamblee Library Book Sale

Chamblee Branch of the DeKalb County Public Library | 10:00 AM

Join us for the Friends of the Chamblee Library Book Sale April 5th and 6th from 10 a.m. to 4 p.m at the Chamblee Branch of the DeKalb County Public Library. Proceeds of the book sale go to support the library. For more information visit. dekalblibrary.org

APRIL 13TH

Beat the Pro Celebrity Basketball Game

Chamblee High School | 4:00 PM

See celebrity athletes battle it out on the court for a Celebrity Basketball Game!  The game starts at 4 p.m. on April 13 at Chamblee High School. The cost is $20 per ticket. For more information, contact dominantforce21@yahoo.com

APRIL 18TH

Woodacres Park Community Meeting

Chamblee Public Safety Building Arrow Creek Community Room | 6:30 PM

A community meeting will be held at 6:30 p.m. on April 18 at the Chamblee Public Safety Building in the Arrow Creek Community Room. Attendees will help guide the park master plan for the city owned property at 2335 Woodacres Road., NE. A meeting was also held March 23. The April 18 meeting will cover the same material. Visit, chambleega.org

APRIL 20TH

Chamblee Art Fest

Peachtree Road between American Way and Miller Drive | 10:00 AM

Peachtree Road between American Way and Miller Drive will be blocked off from 10 a.m. to 6 p.m., April 20, and from 10 a.m. to 5 p.m., April 21, for the Chamblee Art Fest. Browse unique items created by more than 100 artisans including paintings, jewelry, photography, folk art, and more. For information visit splashartfestivals.com

APRIL 20TH

Hemp Fest

Nuts 'n Berries | 4:30 PM

Explore the World of Hemp with expert guides in a hands-on, two-day event! Join us at 4:20 p.m. Saturday, April 20  and 10 a.m. Sunday, April 21 for our annual Hemp Festival at Nuts 'n Berries located at 4274 Peachtree Road. The event is free. For event details  and to get your free tickets, visit hempfest2024.com

APRIL 22ND

Earth Day Tours

5468 Peachtree Road, behind the old city hall | 5:00 PM

On Earth Day, take a tour of a Pollinator Garden and visit a Butterfly Art Project from 5 p.m. to 7 p.m. on April 22 at 5468 Peachtree Road behind the old city hall. Learn more about why pollinator gardens are beneficial and how a public art project ties into it. For more information, visit chambleerec.com

EVENTS 32

realty report

NEIGHBORHOOD ORIGINAL PRICE SOLD PRICE %SOLD/ORIG DOM BDRMS BATHS Shallowford Heights $235,000 $300,000 128% 2 2 1 Keswick Village $899,000 $990,500 110% 1 5 3 Huntley Hills $545,000 $600,000 110% 4 4 3 Longview/Huntley Hills Comm. $534,900 $580,000 108% 1 4 2 Frontier Woods $440,000 $476,300 108% 2 3 2 Huntley Hills $474,900 $510,000 107% 7 3 2 Greystone North $550,000 $585,000 106% 3 4 3.5 Marlin Acres $512,500 $536,000 105% 3 4 2 Nottaway $550,000 $565,000 103% 8 5 3.5 Ashford Park $1,650,000 $1,690,000 102% 1 5 4.5 Huntley Hills $615,000 $629,500 102% 2 4 2.5 Huntley Hills $450,000 $460,000 102% 1 3 2 None $429,900 $438,000 102% 3 3 1.5 Ashford Park $1,150,000 $1,165,000 101% 6 5 4 Ashford Park $635,000 $640,000 101% 4 3 2 Sexton Woods $509,000 $515,000 101% 3 3 1.5 Sexton Woods $1,725,000 $1,725,000 100% 12 6 6.5 Brookhaven $1,125,000 $1,130,000 100% 0 5 4 Mendenhall $735,000 $735,000 100% 10 3 2.5 Longview $525,000 $525,000 100% 5 3 2 Chamblee $425,000 $425,000 100% 6 3 2 Huntley Hills $505,000 $502,000 99% 8 3 2 Huntley Hills $569,000 $560,000 98% 2 5 3 Huntley Hills $549,000 $540,000 98% 6 3 2 Huntley Hills $460,000 $451,000 98% 17 3 2
data is a sampling of sold properties from July 2023. Source: IRES MLS system.
This
A SAMPLE OF RECENTLY SOLD PROPERTIES IN CHAMBLEE. 33 | CITYLIFESTYLE.COM/CHAMBLEE APRIL 2024

Invest in Your Home

At

Learn how money matters when renovating your home

When considering modifying your home for whatever reason, you begin with a vision and a bushel of enthusiasm. Eureka! Then comes the question, “Where do I start?” Undaunted, you confidently dash to the web and start the great journey. To your chagrin, the oracle soon delivers more questions than answers.

As your neighbor and seasoned experts, we hear your cry in the wilderness! We are often heard reciting the motto that everything begins with the designer. Though this is true once you are ready to embark on your journey, one must first plan the trip. Regardless of the depth of your vision and enthusiasm, money is literally the foundation. This is reality. You must assess your TRUE resources along with a couple of self-examinations. Alas, we are required to be concise in our delivery of these pearls of wisdom. It just doesn’t work this time. Too much to say in too little space.

Fear not intrepid explorer! Simply take the invaluable breadcrumbs we have just shared and follow them to our podcast, “Nuhaus Knows.” Specifically, episode 3, where we discuss this spellbinding topic with passion! All this to say, we are your neighborhood designers, always here to assist in your journey.

HABITATIONS, LLC
DECOR TRENDS | HOME + DESIGN
Habitations, LLC is an award-winning residential design studio in Chamblee.
the heart of their practice is a gifted father-daughter duo anchored by the firm understanding that the designer is the homeowner’s guide and advocate. 34
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Chamblee, GA April 2024 by City Lifestyle - Issuu