Category: Blog 2019

5 Biggest Factors Affecting Your Credit

              Throughout my career as a wealth manager and financial planner, I’ve found that one of the most misunderstood components of our financial lives is credit.  Most people understand the basics – you borrow money from a bank/credit card company/mortgage lender and pay interest on the balance.  But what many people don’t understand is how their credit scores are determined, and how those scores can impact their overall financial lives.

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Six Tax Strategies to Consider Before the End of the Year

The tax law changes that went into effect in 2018, changed many things but tax planning moves are still available that can be implemented before the end of the year that can reduce your taxes in 2019.  Whether you are self-employed or a W-2 employee, there are strategies available now that can reduce your tax bill if you act before the end of the year. 

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Asking the Right Questions

People say the only bad questions are the ones you don’t ask. That can be true, and asking bad questions likely won’t hurt you, but it is more important to ask the “Right” questions. In the last year, I met with a potential client who asked me a question I want to share with you. After some “get to know you chat” he asked me, “So, how are your results?” to which I responded, “Very high.” I could see the confusion on his face, so I just waited. As I will explain later, this had nothing to do with guaranteeing results.

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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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