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          Milestone events, such as marriage, children, divorce, disability or death, often occur without warning. Find new ways to continue preparing for your financial future and building your legacy with confidence.
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          With your success comes wealth building opportunities. Are you taking full advantage of your company’s executive benefit programs and implementing sophisticated planning, investment and tax strategies?
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          Protect your family and your company by structuring a financial plan that flexes to accommodate both anticipated and unforeseen changes in your business.
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          Caring for your finances with the same care you deliver to your patients means planning for the unique challenges that healthcare’s highly-regulated, unpredictable nature presents.
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          Often your largest asset, your dental practice is the cornerstone of a financial plan that supports your personal and professional goals now and in the future.
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          Nothing seems certain in the throes of a divorce but you can begin to take control of your financial future by leveraging our 16-step process designed for women dealing with divorce.
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          For more than 25 years, we’ve been “Making Life’s Journey Richer” for clients like you by building wealth management plans that turn dreams into reality.
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          “Taking time to live life will only inspire your work.” In order for our team to enjoy time with their loved ones, our offices will be closed for certain holidays throughout the year.
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Making Life's Journey Richer

Tag: Wealth Building

Investing to Save Time Boosts Happiness Returns

June 19, 2018

The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology professor Elizabeth Dunn. So wouldn’t it stand to reason that if you use some of your hard-earned money to buy yourself more time — for example, by paying someone to clean your house or mow your lawn — you might achieve a greater level of happiness? Indeed, that was the primary finding in a series of studies by Professor Dunn and other researchers published in the Proceedings of the National Academy of Sciences (PNAS).

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Deciphering the Impact of Rising Interest Rates

May 9, 2018

At the end of March, the Federal Open Market Committee (FOMC) announced that it was increasing the fed funds rate by 0.25%. This rate, which is also known as the “overnight rate,” is the rate at which depository institutions (banks and credit unions) lend reserve balances to other depository institutions overnight on an uncollateralized basis so that those institutions can meet their reserve balance requirements. The general consensus is that this increase is the first of three this year although some analysts think there could be as many as four rate hikes in 2018.

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Dividend Investing: Small Payments Can Boost Returns

May 9, 2018

Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Of the two, capital appreciation carries the greatest potential for return, but it also carries the greatest potential for loss. And any gains or losses are only reaped when you sell your shares.

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Eight for ’18: Financial Steps You Should Take Now

February 14, 2018

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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Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk

October 19, 2017

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets.

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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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Atlanta Financial Associates

Atlanta Financial Associates, Inc.
5901-B Peachtree-Dunwoody Rd., Suite 275
Atlanta, GA 30328
Phone: 770.261.5380 | Fax: 770.261.5381

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