Skip to main content
menu

Free Resource For Estate Planning Download now

menu
  • Home
  • About
    • Meet Our Team
    • Our Philosophy
    • Our Process
  • Our Services
    • Financial Planning
    • Tax Planning
    • Income Planning
    • Legacy Planning and Preservation
    • Wealth Management
  • Resources
    • Kingdom Advisor
    • Link Resources
    • Blog
    • Video Library
    • Wit and Wisdom
  • Contact
  • Client Login
  • Privacy Policy

Blog

Kenneth O’Leary | May 15, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

Read More
Kenneth O’Leary | Apr 15, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
Kenneth O’Leary | Mar 15, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
Kenneth O’Leary | Feb 15, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

Read More
Kenneth O’Leary | Jan 15, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
default blog image
Kenneth O’Leary | Dec 15, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More
Kenneth O’Leary | Nov 15, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
default blog image
Kenneth O’Leary | Oct 15, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
Kenneth O’Leary | Sep 15, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

Read More
Digital art image of a business person looking through a large set of binoculars.
Kenneth O’Leary | Aug 15, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

Read More
Close-up image of an elderly hand being held by a younger-looking hand
Kenneth O’Leary | Jul 15, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More
An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Kenneth O’Leary | Jun 15, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

Contact

770-924-7071
info@surepathfs.com

Client Login ›

Address

3380 Trickum Road,
Building 100, Suite 100
Woodstock GA 30188

Click to see Privacy Policy. 

This site has links to other web sites as a convenience to our customers. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site. 

When you follow a link to one of these sites neither Surepath Financial Services, LLC, nor any agency, officer, or employee of the Surepath Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Surepath Financial Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Surepath Financial Services, LLC, a Registered Investment Advisor in the State of Georgia. Insurance products and services are offered through Kenneth O'Leary. Surepath Financial Services, LLC and Kenneth O'Leary are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Georgia or where otherwise legally permitted. Surepath Financial Services, LLC and Kenneth O'Leary are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions.

© 2025 Surepath Financial Services, LLC. All rights reserved.