Atlanta Financial Blog

Check Out What the AFA Team Has Been Doing To Keep Busy During COVID-19

Check Out What the AFA Team Has Been Doing To Keep Busy During COVID-19

AFA Marketing
May 12, 2020

What have you been doing to keep yourself busy throughout the past few weeks? Have you picked up any new hobbies or TV shows?

We recently traded ideas within the AFA team to help each other stay busy (and sane!), you can check out what everyone has been doing here!

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Legacies: The DOs and DON’Ts of Receiving an Inheritance

Losing a loved one is very disorienting. If an inheritance is associated with the love one’s passing, that gift can cause a host of emotions, conflicts and decisions.  Whether you knew about the inheritance or not, it can be overwhelming to receive a lump sum of money or property. I know this from both personal and professional experience.  With experience comes insights, and I would like to share these insights with you as a “dos and don’ts” list.

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Could the 529 Be the Holy Grail of Asset Protection?

These days, physicians face increased risk from lawsuits, judgements, creditors, and malpractice claims, yet one of the most common mistakes they make is relying solely on their insurance policies to protect them in these high-stakes situations. Not only do they overestimate just how far their personal and professional coverage will go but they also generally have no backup plan to pick up where their policies leave off. So, how do you protect your income and estate from legal claims? By integrating a number of diversified asset protection strategies into your overall financial plan.

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Julianne Andrew’s Featured in Medical Economics

Recently, Julianne Andrews MBA, CFP®, AIF® was featured in Medical Economics’ Money news section. In an interview, she walks through some steps physicians can take to protect their personal assets. Julie states, “There’s a few of things you can do, a lot of times people want to hop to very complicated things right off the bat, but there’s some very simple things you can do that will protect your assets.” You can view the short interview video by clicking here. 

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“COVID-ed” Lessons: Four Things the Pandemic has Taught Us About Savings in the Face of Financial Uncertainty

In my life and career, I have found three things overwhelmingly true with money:
1) The unexpected is inevitable- you better be prepared financially.
2) To accomplish something meaningful with money, a commitment to saving is implicit.
3) Wealthy individuals all seem to resiliently pursue a discipline of saving money despite their circumstances.
The common denominator across these three principles is simply a commitment to saving money. It is the foundation upon which all other financial success will be built. And 2020 has challenged that resolve thus far.

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