Author: Julianne F. Andrews, MBA, CFP®, AIF®

Working With a Physician-Friendly Advisor Is Crucial for Healthcare Professionals. 4 Signs to Look for When Choosing an Advisor

Medical school students graduate with an average student loan debt of $192,000, according to a 2017 survey.1 And with a demanding career ahead of them, most healthcare workers could use the help of a dedicated financial professional. From tackling student loan debt to preparing for retirement, an advisor can help take the lead on managing your biggest financial goals. As you begin your search for a financial partner, consider looking out for these four signs.

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The Unstable Future of the Physician’s Income

While compensation is certainly not the sole driver for aspiring physicians to enter the medical field, there is no doubt that physician compensation in the past has definitely been something that makes the long years of schooling and residency more palatable.  But, current regulatory and economic pressures is challenging that post-residency reality and putting significant financial strain on doctors now and moving forward.

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Coronavirus & Beyond: 5 Financial Benefits of Working From Home

As the pandemic stretches into months instead of the weeks initially expected, many workers continue to work from home.  Some jobs lend themselves more easily to this than others.  At Atlanta Financial, we continue to work remotely and meet with clients virtually.  We are all looking forward to the day when we can get back into the office and see our colleagues and clients again.  Nothing can replace face-to-face interactions whether it’s in the break room with fellow team members or in meetings with clients.  But, as with many things, there are some silver linings and as it turns out, remote work does have some advantages.  A recent study in fact showed that more than half of employees would prefer to continue working remotely, even after the pandemic is over.1 

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As the Coronavirus Continues, Avoid These 5 Retirement Mistakes

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus has brought about some financial uncertainty regarding your readiness for retirement. Before making any sudden changes, it’s important to remain rational and avoid these five big retirement mistakes.

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The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

When we think of financial health, a few things might come to mind. We may think of our own financial situation, our investments, the Dow Jones Industrial Average performance, the stock market as a whole, the economy, the country’s employment status and so on. While some aspects may be interrelated on some level, they do not necessarily move in tandem, nor do they always indicate the health of one another. 

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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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