Month: July 2019

Mergers & Acquisitions: Marriage Edition

Of all the things we look forward to when planning to get married – from picking a venue to a honeymoon locale – one area we tend to glaze over is our finances.  Conversations about money with our significant others can oftentimes be difficult or uncomfortable, but making sure you are both on the same page about your finances is a crucial part of any relationship.  In fact, studies by SunTrust Bank and Kansas State University found that finances are the leading cause of stress in relationships and the number one reason for divorce in America.  When preparing to join finances in holy matrimony there are several things to keep in mind.

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4 Financial Lessons I Learned from my Puppy

Life has recently become more exciting (and frustrating and tiring) as we have welcomed a new addition to our household – Ollie, a Great Pyrenees/Border Collie/Who-Knows-What-Else mix.  Since its been 6 years since we brought Tucker home, the first lesson learned was how quickly you forget how much work a puppy is. The second lesson – and most shocking one – is how much difference the breed makes when it comes to training. Tucker is a Shetland Sheepdog, a breed known for being smart and eager to please.  And among an incredibly easy-to-train breed, Tucker stands out as possibly the poster child for a compliant, well-mannered dog.  Like most parents with an “easy” first child, I of course came to believe his faultless manners were due to my superior training.  So, when we fell in love with sweet Ollie in the rescue cage in the middle of PetSmart, I found myself thinking how much Tucker would love a playmate, and “How hard can this be anyway?”

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5 Advantages of Revocable Living Trusts: Should You Have One?

In working closely with two separate, long-term clients over the last three months, I saw first-hand how they and their families experienced the benefits of having their assets in a revocable living trust.  Depending on your circumstances, a revocable living trust could be very beneficial to you and your family. For my older clients, it is something that I highly recommend they consider. Below I will highlight five key advantages of having a revocable living trust and how having one may be beneficial for you.

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Retrospective – Practicality and Money as a Young Adult

A few weeks back, I was sent on a bit of a wild goose chase through our garage. We were turning one of our guest rooms into my son’s new “big-boy” room since the arrival of our second child would soon be evicting him from the nursery. I was looking for a specific can of paint so that we could do some touch up work and, as I’m rummaging through cabinets, I come across an old box of DVDs. I couldn’t help myself. Instead of continuing to look for the paint, I start going through the box of movies instead. Near the top was Back to The Future.1 For those unfamiliar, the plot of the film involves a 17-year-old kid named Marty going back in time in a machine built by his eccentric yet insightful scientist pal, Doc Brown. It’s a fictional concept, but it got me thinking. If I had the opportunity to go back in time and mentor a younger me, what would I say? Then it hit me. I’ve actually written this down before.

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When Bad News is Good News – Or Is It?

As we move past the midpoint for 2019, the economic outlook for the US continues to be positive but at a slowing pace, with market watchers focusing on the Fed and interest rate movements as a signal for what might lie ahead. Why are many focused on the Fed and how do markets react to interest rate moves?

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

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