Tag: charles crowley

Radical Generosity, a Growing Family Ambition

For young and growing families, it can be hard at times to justify a commitment to charitable giving. But philanthropy can take on several forms when it comes down to it. I’ve heard it referred to as the “three T’s of giving”- time, talent and treasure. All three are clearly very valuable aspects of our lives because each are finite in their own respect. As a wealth manager, I obviously see a great deal of focus placed on the monetary side of philanthropy and my professional experience tells me that our individual perspective on personal wealth is often a driver for assessing whether it is (or feels) appropriate to give away our money or things. The more you feel as though you have yet to achieve your own financial security, the more difficult it is to be motivated to give financially. Furthermore, when having a family to provide for, the decision can be increasingly difficult but arguably more important.

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Remember in December: 8 Critical Ways to Organize your Finances Before Ringing in 2020

I’d like to believe that everyone understands the value in a year-end review of their personal finances. Statistics that I’ve seen indicate that over half of people who make resolutions indicate a change to household finances and saving money is a priority in the new year1. What is a bit of surprise to me is that so many put off (or neglect all together) actually reviewing their finances before year’s end. My conclusion: one of the biggest deterrents is the time it takes to get things organized.

When it comes to being successful with money, strong organization will empower you more than anything else you can do to take control of your finances moving forward. With my personal and professional understanding of the challenges of this process, I’ve put together an 8-step checklist to get your finances organized, take inventory of where you stand, and ultimately get you ready to close the books on 2019.

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Billfolds and Babies

A baby changes the game in so many ways. I think back to the first time I heard my little boy say “peeeez, Daddy.” I would have handed that little guy nearly anything he wanted with little remorse just because of how cute it was. It makes me think about how as parents, we naturally want to not just meet, but exceed the wants and needs of our children; however, accomplishing that can be quite a challenge. With so much time focused on getting ready mentally, spiritually, and physically for a new baby, it is also fact that soon-to-be parents can especially end up feeling a bit unprepared financially because it is so tough to judge how expensive life as a growing family will be.

Knowing personally and professionally that the fiscal changes associated with parenthood are a gracious plenty, I’ve laid out a few things below that will hopefully make the experience of welcoming a new baby less of a learn-on-the-fly education.

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Who Said Budget Is A Bad Word?

We’ve all experienced this in one way or another: the paycheck lands, we think that we have recommitted our mind to being thrifty and frugal, but then something (or someone, reflection in the mirror included) happens to derail the process. We know it is necessary. We understand the benefits. But it isn’t fun! YOLO, right?! Sure, denying ourselves today the zeal of instant gratification is NOT enjoyable, but it IS responsible.

Whether you are just beginning the “adulting” journey and are trying to get a handle on what having personal, financial accountability means, or you’re a cashflow veteran and you’re pushing forward with a much needed over-haul of your money management repertoire, these 5 tips are essential to remember when taking command of our favorite 6 letter curse word… the BUDGET…

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We Welcome Connolly Crowley with Lots of Love!

We are excited to announce Connolly Elizabeth Crowley, daughter of Charles and Erin Crowley, was born on June 21, 2019! Weighing in at 7lbs.,15oz., Connolly makes Charles and Erin the parents of two beautiful children; Connolly is Charles and Erin’s second child…

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Retrospective – Practicality and Money as a Young Adult

A few weeks back, I was sent on a bit of a wild goose chase through our garage. We were turning one of our guest rooms into my son’s new “big-boy” room since the arrival of our second child would soon be evicting him from the nursery. I was looking for a specific can of paint so that we could do some touch up work and, as I’m rummaging through cabinets, I come across an old box of DVDs. I couldn’t help myself. Instead of continuing to look for the paint, I start going through the box of movies instead. Near the top was Back to The Future.1 For those unfamiliar, the plot of the film involves a 17-year-old kid named Marty going back in time in a machine built by his eccentric yet insightful scientist pal, Doc Brown. It’s a fictional concept, but it got me thinking. If I had the opportunity to go back in time and mentor a younger me, what would I say? Then it hit me. I’ve actually written this down before.

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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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