Atlanta Financial Press Releases

Julianne Andrew’s Featured in Medical Economics

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July 15, 2020

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.

As the leading business resource for office-based physicians, Medical Economics provides the expert advice needed to successfully meet today’s challenges in practice management, patient relations, malpractice, electronic health records and other technology, career, and personal finance.

Julie has been the only financial planner to serve as a blogger for Physicians Practice, which is a division of Medical Economics and leading practice management resource for doctors and staff around the world. You can view her author’s page and all of her featured blogs here. To see the process Julie uses to help physicians address their most pressing concerns, click here for the MDFIT™ process.

Selling a Business? Watch Out for These Four Big Mistakes

Successful entrepreneurs spend much of their lives building valuable companies, and ultimately, many of them end up selling those businesses. It is very common for the business to be the most valuable asset a business owner has. When selling the business, it is likely that the company will attract a higher valuation if the business owner has made the business ready for sale and is also prepared for the sales process. However, if business owners make big mistakes when selling, or their business is not ready for sale, they risk not receiving the amount of money for their business that they probably deserve, given their efforts over years and decades. If you are a business owner, we know which outcome you probably prefer, and with that in mind, here are four types of mistakes that can lower the value of your business or possibly derail a sale— along with advice on how to avoid them.1

August 7, 2020 No Comments

Atlanta Financial Named to the 2020 Financial Times 300 Top Registered Investment Advisors List

Atlanta, GA – July 30, 2020 – Atlanta Financial is pleased to announce it has been named to the 2020 Financial Times 300 Top Registered Investment Advisors list. The list recognizes elite independent RIA firms from across the U.S. This year’s impressive cohort of RIA firms represents 39 different states and Washington, D.C. and has a median AUM of $1.9 billion. Today, July 30th, Financial Times celebrates the 2020 FT 300 RIAs by publishing the Financial Times 300 list as a special report in the Financial Times.

July 30, 2020 No Comments

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.

July 28, 2020 No Comments

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.

July 21, 2020 No Comments