Category: Blog

Mergers & Acquisitions: Marriage Edition

Of all the things we look forward to when planning to get married – from picking a venue to a honeymoon locale – one area we tend to glaze over is our finances.  Conversations about money with our significant others can oftentimes be difficult or uncomfortable, but making sure you are both on the same page about your finances is a crucial part of any relationship.  In fact, studies by SunTrust Bank and Kansas State University found that finances are the leading cause of stress in relationships and the number one reason for divorce in America.  When preparing to join finances in holy matrimony there are several things to keep in mind.

Read More »

4 Financial Lessons I Learned from my Puppy

Life has recently become more exciting (and frustrating and tiring) as we have welcomed a new addition to our household – Ollie, a Great Pyrenees/Border Collie/Who-Knows-What-Else mix.  Since its been 6 years since we brought Tucker home, the first lesson learned was how quickly you forget how much work a puppy is. The second lesson – and most shocking one – is how much difference the breed makes when it comes to training. Tucker is a Shetland Sheepdog, a breed known for being smart and eager to please.  And among an incredibly easy-to-train breed, Tucker stands out as possibly the poster child for a compliant, well-mannered dog.  Like most parents with an “easy” first child, I of course came to believe his faultless manners were due to my superior training.  So, when we fell in love with sweet Ollie in the rescue cage in the middle of PetSmart, I found myself thinking how much Tucker would love a playmate, and “How hard can this be anyway?”

Read More »

When Bad News is Good News – Or Is It?

As we move past the midpoint for 2019, the economic outlook for the US continues to be positive but at a slowing pace, with market watchers focusing on the Fed and interest rate movements as a signal for what might lie ahead. Why are many focused on the Fed and how do markets react to interest rate moves?

Read More »

Financial Planning for Myself

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 »

The Importance of Personal Umbrella Policies

In a blog that I wrote a few months ago regarding asset protection, I mentioned that a generally efficient and expedient way for many people to protect their assets is by having an appropriate umbrella liability policy in place. However, this is a part of a comprehensive financial plan and strategy that is often either overlooked or not kept current by many people, so I wanted to follow up with some more detail on the importance of umbrella liability insurance policies. Why do you need an umbrella insurance policy? How would you answer the following questions?

Read More »

Focusing on Results that Matter

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 »

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