Atlanta Financial Blog

5 Ways to Stay Confident in Retirement

5 Ways to Stay Confident in Retirement – Step 1

Today’s retirees are living longer than ever before and experiencing retirement in new ways.

Gone are the days when people worked 50 years for the same employer, retired on a predictable pension, and settled down into a quiet lifestyle.

Today’s retirees are more active—with baby boomers controlling 70% of the country’s disposable income. They’re traveling the world, learning new skills, and redefining what creates a retirement community. With 10,000 boomers retiring daily, this drive to enjoy a vibrant retirement is becoming more common.

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Did Anything Perform Well Last Week?

Did Anything Perform Well Last Week?

Why do I have bonds in my portfolio in this low rate environment?  This is a reasonable question given the strong performance of the equity market in recent history.  Last week major equity indexes have gone into “correction” (defined as a drop of 10% or more from the index high.)  These sudden declines are the reason we have fixed income in most portfolios.  Bonds do not typically provide the same long-term returns as equities, but they also protect our portfolio by limiting volatility and providing a ballast in our portfolio.  Since the global financial crisis, we have had historically low interest rates and bond returns have not been what investors historically experienced.  This has left investors looking for higher returns with two choices, buy more equities or invest in lower credit-quality bonds which typically pay higher interest rates.  We have always…

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Forbes-2020-Best-In-State-Wealth-Advisors

Julianne Andrews Honored in Forbes’ Best-in-State Wealth Advisors List for Third Consecutive Year

Atlanta Financial Co-Founder Ranks Among Top Advisors Across the United States According to Forbes
ATLANTA – March 2, 2020 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that Julianne Andrews, MBA, CFP®, AIF®, has been named to the 2020 Forbes’ Best-in-State Wealth Advisors list. This is the third consecutive year that Andrews has been recognized by Forbes as a top performing financial advisor in Georgia. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.

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Can I Just Leave Everything to My Dog

Can I Just Leave Everything To My Dog?

Not that long ago, arrangements for pets were not even considered when creating an estate plan. Nowadays, however, a high percentage of wills and trusts include provisions for the continual care of animals.

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Top 3 Financial Mistakes Physicians Tend to Make

Top 3 Financial Mistakes Physicians Tend to Make

As a physician, you’ve sacrificed years of your life, significant monetary resources, and countless hours of sleep to achieve the success you have today. Through your education and extensive training, you’ve accumulated the knowledge and skills needed to make critical, life-saving decisions on a day-to-day basis. However, when it comes to finances, evaluating important money-related choices might not come as easily.

For high-income earning individuals like physicians, though, proper financial management will be imperative for maintaining a high quality of life throughout (and beyond) the trajectory of a lucrative career. With this in mind, we’ve compiled a list of the top 3 financial mistakes physicians tend to make so you can avoid making these same missteps in your financial life.

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The Better Way to Budget – In Reverse

The Better Way to Budget – In Reverse

Around the beginning of the year I tend to get a lot of questions – both from clients and friends – about how to do a better job budgeting and saving on a regular basis.  Studies have shown that saving money is one of the top five New Year’s resolutions, and is also one of the top five resolutions most people fail.  The reason for that is simple:  Our traditional version of budgeting is difficult to establish, time-consuming to manage and allows minimal margin for error.

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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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