Category: Blog

Noteworthy Tax Credit Opportunities for Healthcare Providers

Looking for ways to reduce your taxable income while contributing to a cause that hits close to home? State tax credit programs that benefit rural hospitals could be just the outlet you need. These state-run programs allow taxpayers to direct a certain amount of their tax dollars to rural hospitals in need. Since we reside in Atlanta, we are most familiar with the Georgia HEART program outlined below, but others states offer similar programs. Check with your state revenue department to learn if such options are available to you.

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Week 5: In Need of Some Good News for a Change?

Two weeks ago, Georgia Governor Brian Kemp issued a “shelter in place” order for the state of Georgia to fight the spread of the COVID-19 virus and its effects. As a result, we are in a time of immense change and struggle for many people and businesses. In the midst of all of this, working together, we can see inspiration and hope. At this time, it looks like the cumulative efforts of Georgians and Americans overall are having a positive effect of reducing the effects and spread of COVID-19.  The news from around the world seems to be getting better as well.  We hope you, your families, and your friends are healthy and well. We would like to share with you some good news from this past week.

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Week 4: In Need of Some Good News for a Change?

Today would typically be a day where the entire sporting world would start to focus on the state of Georgia for the 2020 Masters. For golf fans, the good news is that there will still be a 2020 Masters Golf Tournament that has been rescheduled for later in the year. For all of us, the greater news is that we continue to see the ingenuity and generosity of Americans, as well as those around the world, coming together to help combat COVID-19. We are also starting to see signs of a turning point and potentially light at the end of the tunnel for some regions in the world. We hope all of our clients are staying well and invite you to take a brief break to peruse our latest installment of “Good News” for the week.

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Why Financial Planning for Corporate Executives is Just Plain Different

The corporate executive is a rare breed. As individuals, they are highly successful, detail-oriented, hold themselves to incredibly high standards, and are well compensated for their talents and tenacity. According to The Fidelity Millionaire Outlook Series, corporate executives represent the largest percentage of all millionaire households nationwide.

If you are a corporate executive, you understand the tight demands on your time, and how hard it is to stay as on top of your personal finances with the daily demands of your job. From a professional standpoint, your job structure and compensation package also presents unique challenges that other high-net worth individuals don’t encounter.

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10 Things You Can Do to Enhance Your Financial Situation Now

Today, we are in the midst of an unprecedented global event that has had a dramatic effect on both our financial and personal lives.  Much is in the news about what we can do to care for our health and the well being of our neighbors and loved ones.  As events unfold, it can be easy to feel that we do not have control over things we once perhaps took for granted: our money and our health.  But there are some things that each of us can do now to take some control back on the financial front.

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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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