Category: Blog

5 Positive Outlooks for Your Medical Practice in 2021

The COVID-19 pandemic of 2020 has led to seismic shifts in almost all aspects of everyday life, but arguably not a single industry has been affected as much as healthcare. But, could the pursuant changes have a positive impact? There are several reasons that might be the case.

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Does Your Business Qualify for the GA Retraining Tax Credit?

Did you know that Georgia offers businesses a tax break for investing in your employees? If you are a business owner, under the Georgia Retraining Tax Credit program, your business can receive a tax credit of 50 percent of your direct training expenses, with up to $500 credit per full-time employee, per training program, with an annual maximum of $1,250 per employee.

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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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5 Steps You Can Take to Build a Great Estate Plan

When I begin working with a new client it is not uncommon to learn that they have an outdated estate plan.  Some people think not much has changed since they last did their plan, while others have different reasons as to why they have not updated their plan. And some tell me they think that estate planning is only for the super-wealthy.

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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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