Category: Blog

Asset Protection: Don’t Just Build Wealth— Defend It

Are you prepared to protect your assets in case you get sued? Hopefully this won’t happen to you, but the hard reality is that successful, financially secure individuals, especially business owners and professionals, are targets — a magnet for actions such as lawsuits and torts. For example, more than a third of physicians (34%) have had a claim filed against them at some point in their careers.1 For business owners, 36-53% of small businesses are involved in at least one litigation in any given year.2 Even if these claims or lawsuits are frivolous, they can be frustrating and potentially devastating to your financial well-being.

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Are Emotions Ruling Your Portfolio?

As human beings we may not be wired to make good financial decisions. Behavioral finance points to anchoring bias and recency bias are just two of the many factors that influence our decision-making. If not properly addressed, these biases can have a negative impact on the foundation and long-term success of your financial plan, and they tend to present themselves most strongly at the tail-end of a bull market.

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Gray Divorce Is Rising. What Could That Mean For You?

“Gray Divorce,” or divorce among couples 50 or over, has risen dramatically over the last few decades, more than doubling since 1990 according to a Pew Research Center report. During this same time period, the divorce rate overall has fallen. So why are we seeing such a spike in the divorce rate for older Americans?

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Explanation Letters

Writing a will or trust is strictly for legal tasks, such as naming your executor/trustee, beneficiaries of your property, and guardian for your children. As you think about your estate plan, you may find that you also want to:

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Allowing Yourself to be “Phased” by Retirement

Recently, I was interviewed by U.S. News & World Report for an article on phased retirements. I shared that, “Phasing into retirement can be a wonderful way to move into the next chapter of your life gracefully while still enjoying the rewards of working.” Indeed, retirement for the baby boomer generation and those younger is looking very different from the retirement of our parents. For many, retirement will be a long process of gradually winding down work hours and responsibilities rather than a firm date. There are advantages to this phased in approach and things to watch out for, too.

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Four Financial To-Do’s for New Parents

We were recently blessed to welcome our second daughter, Elizabeth. This being our second, I think we are somewhat better prepared for how our lives would immediately change. These first few months are filled with joy and excitement (as well as exhaustion coupled with just trying to figure out what we are doing). While I have no advice on how to get your newborn to sleep on schedule, I can give you some advice on some financial matters all new parents need to address (and soon for some of these):

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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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