Tag: Julianne Andrews

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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4 Lessons Learned from the Last (Great) Recession

When financial markets fall and the economy stumbles, the phrase “this time it’s different” is commonly heard. This is a natural reaction as the strongest emotions tend to arise at the onset of a downturn when uncertainty is greatest. But if history has taught us anything, it’s that the most practical strategies to implement in any downturn are fundamentally the same each time regardless of market and economic events.

The COVID-19 pandemic might be unlike anything we have seen before, but the uncertainty is nothing new to a financial market that has remained strong and impervious over time. At times like this, looking at history and incorporating its lessons is always a prudent strategy.

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Top 3 Financial Challenges Young Doctors Face

As a physician, you more than pay for your ability to earn a high income with decades of studying, sweat, sleep deprivation, personal discipline, and of course, money. But simply having the ability to earn a high income doesn’t grant you immunity from financial challenges—especially when your career is just getting started. What exactly do you need to look out for when it comes to your finances? What challenges can you expect to encounter?

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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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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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Managing Between the Headlines

As we move toward the end of the first quarter of 2020, it can be difficult to ignore the dramatic headlines that seem to change on a daily basis.  Election, impeachment (now in the rearview mirror), tariffs, coronavirus.  They all compete for our attention.  But, does any of this really make any difference when it comes to managing your portfolio and planning for your financial future?  Let’s look at some facts.

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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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