Account Login

Author: Chris Blackmon, CFP®, CPA

Financial Planning for Contractors

August 13, 2019

Are you considering taking the next step to work for yourself? Working for yourself as a business owner or with others in a contractor or consultant role can be very financially rewarding. It can also provide you with a sense of self-pride not found while working as an employee for someone else. While there are many benefits, there are several key decisions that must be made to operate
successfully in this new environment. The most commonly asked questions are…

Read More »

Financial Planning for Myself

June 25, 2019

As you know from my previous blog, I recently bought a new house (more house, bigger mortgage.) Also, my amazing wife Julie, and I, just had our second daughter, Elizabeth (another girl, another college, another wedding, more dresses and purses.) Since I don’t want to be guilty of planning better for my clients than my own family, I thought this was the ideal time to take a look at some of the plans I have in place for my family.

Read More »

Focusing on Results that Matter

June 11, 2019

Recently, my wife and I bought a new house.  She fell in love with it immediately and could see us raising our girls in the house, how could I say no?  But of course, there were financial matters to consider.  So, the planner in me immediately went to my budget spreadsheet to “crunch the numbers” and determine if we could afford it.  We have both been blessed in our careers and while this new home is a stretch to the budget, the answer is yes, we can afford our dream home.  So we decided to move forward. Now just the minor details of negotiating the purchase of the new home and selling our old home.

Read More »

The New Tax Bill: Tallying the Results

May 13, 2019

“How did the new tax bill affect me?” was the question on everyone’s minds this tax season, and for good reason. Even though this was touted as the greatest simplification of the tax code in my lifetime, I didn’t notice any reduction in time spent preparing returns. Those of you who reviewed your returns in detail noticed that the schedules look drastically different although contain all the same information. The short answer for many is that it didn’t materially change your overall tax liability. The outliers fell into one of a few buckets…

Read More »

Four Financial To-Do’s for New Parents

February 12, 2019

We were recently blessed to welcome our second daughter, Elizabeth. This being our second, I think we are somewhat better prepared for how our lives would immediately change. These first few months are filled with joy and excitement (as well as exhaustion coupled with just trying to figure out what we are doing). While I have no advice on how to get your newborn to sleep on schedule, I can give you some advice on some financial matters all new parents need to address (and soon for some of these):

Read More »

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.

WATCH AFA TV
TUNE IN

Please Note: Atlanta Financial Associates is a tradename. All services provided by Atlanta Financial Associates investment professionals provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Atlanta Financial Associates.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Atlanta Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Copyright 2021  |  All Rights Reserved  |  Privacy Policy  |  Customer Relationship Summary