Tag: Financial Planning

Financial Planning Helps Travel Dreams Come True – Even For Financial Planners

If you are having a serious case of wanderlust but feel chained to the office, let’s shift your thinking – and your timing. Start considering travel as a good investment, not something you put off until it’s “bucket list” time. That’s the advice of a non-retired financial planner who recently returned from Antarctica – me. Not only did I come home with memories of penguins and glaciers that I will never forget, I picked up a serious need to start planning my next adventure right now.

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“Will I Be Ok Financially?”

When a marriage ends, there are many questions and fears to address. After dealing with the emotional devastation and loss, often the next question is “Will I be ok financially?” The answer is never simple and is highly individual. So, if you are facing divorce, the first step in answering this question is to gather complete information on all of your resources and needs.

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Eight for ’18: Financial Steps You Should Take Now

With the start of a new year, most of us begin making plans in all aspects of our lives for the year ahead – and beyond. One area we should all consider is financial well-being -not only our tax outlook, but also investment and retirement strategies, property and personal insurance coverage, and more. In this article, we provide a helpful list of actions you can take now that will cultivate a more fruitful 2018.

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Successful Financial Planning for The Seasons of Life

As we enter the summer, some exciting transitions are happening in our AFA family. My youngest daughter, Jen, has graduated from college (making me an official “empty-nester”). Charles Crowley and his wife, Erin, are about to welcome the next generation of “AFA babies” into the world as they become first-time parents. And, Julie Andrews has welcomed her first grandchild, a baby boy named Wilson.

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Four Things to Do in The Four Years Before College

College is a huge financial undertaking. With costs increasing every year and the prospect of too much student debt at the forefront of many families’ minds, it’s more important than ever to be an educated college consumer. Go into the planning process wisely with these four steps.

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Spring Cleaning Your Finances

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

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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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