Category: Blog

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?

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

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

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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Five New Year’s Resolutions to Keep in 2020

At the start of a new year, many of us sit back and make resolutions about a number of different things.  It may be spending more time with your family, losing weight, traveling more, any number of things that are important to you.  These are probably things that you have resolved to do previously but many times as the year goes on, you find that your resolve has dissipated.

However, resolutions around financial goals can be different.  Many of these are things to consider and decide on.  At the end of the process, you can feel confident that you have considered what is important for your financial health and move forward to the end of the year resolving to do the same the next year.

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A Common Sense Guide to Heart Health

Want to see some amazing results in your life? It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen?

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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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