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Advice For Life | Atlanta's Financial Planning Blog


Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  


Happy Belated Birthday Bull Market

Thursday, April 02, 2015 Bookmark and Share



The financial crisis of 2008 seems like such a long time ago.

During the crisis, we saw the collapse of Lehman Brothers, bank bailouts and forced mergers, massive federal stimulus, and extraordinary Federal Reserve (Fed) policy. We experienced near unprecedented stock market volatility when daily stock market moves of 5% or more were not uncommon.

Despite these extreme conditions, one of the greatest six-year bull markets emerged from this crisis. 

Learn The Brain Trust’s Best-Kept Secret

Thursday, December 11, 2014 Bookmark and Share

I’m going to let you in on a little secret…our financial planner members are different.

You heard me: different.

Not in a weird way, but in a remarkable, curious, one-of-a-kind way.

Let me explain… 

Who Is The Berlin Candy Bomber?

Thursday, November 13, 2014 Bookmark and Share

by Don Patrick

Have you ever seen something so powerful you just had to share it?

This message is it for me. It is the essence of my life, and speaks to the heart of what we do here at Integrated Financial Group.

Our veterans and soliders are heroes. They have seen and done things that most of us will only read about in our lifetime. Their bravery and sacrifice deserve recognition. This Veteran’s Day, I hope you took a moment to consider all those who have gone before you to make this country free, and if you see a Veteran this weekend, make sure you stop and thank them.

Just like the Candy Bomber says in this video, it’s about attitude, gratitude, and service before self.

Wishing you the best,  

Can You Name the Biggest Threat to Your Retirement Nest Egg?

Thursday, May 22, 2014 Bookmark and Share

by Don Patrick, MBA, CFP®

One of the biggest and most costly mistakes that most people make is failing to consider the very real possibility that they will need some type of long term medical care in the future—either in the home, in a nursing home, rehabilitation center, or assisted living facility—or some combination of all of these.

The good news is that 50% of us won’t need any such long term health care.

The bad news is that half of us will need some form of care, whether at home or in an institution, according to the Health Insurance Association of America. So when we think about risks to our retirement nest egg, we need to think not only of stock market losses and inflation, but of the very real possibility that catastrophic illness may affect our spouse or us. 

4 Goals Every Retiree Should Have

Thursday, April 24, 2014 Bookmark and Share

by Don Patrick, MBA, CFP®


Photo courtesy of Nina Matthews via Flickr 

The Long and The Short of High Frequency Trading

Thursday, April 10, 2014 Bookmark and Share


Photo courtesy of Carissa Rogers via Flickr

Is the stock market rigged in favor of high-speed electronic trading firms? Perhaps, but that shouldn’t matter to most investors. 

What Does The Taper Mean?

Thursday, February 20, 2014 Bookmark and Share

In December 2013, The Federal Reserve Board finally announced its plans to scale back (taper, in Wall Street Speak) its QE3 stimulus program. Flashback: Last Fall, when the Fed mentioned starting the taper, global stock markets and bond investors panicked and sent the markets reeling. Now, the Fed says that instead of buying $85 billion in Treasuries and mortgage bonds per month, it will only buy $75 billion, and more cuts will come as the economy continues its recovery and the jobless rate falls. This time following the taper announcement markets went up, and investors cheered. In fact, Japan's Nikkei index reached its six-year high, European markets soared, and U.S. stocks finished the day at new record prices. Does any of this make sense to you? 

Toys For Tots and Other Thoughts

Wednesday, November 06, 2013 Bookmark and Share

by Don Patrick, MBA, CFP®, Managing Director



Toys For Tots 'Christmas Morning'
 

How Do We Pay for Long term Care?

Wednesday, October 30, 2013 Bookmark and Share

by Don Patrick, MBA, CFP®


Last week I discussed that one of the biggest threats to your retirement nest egg is the cost of long term medical care.  

Can You Name the Biggest Threat to Your Retirement Nest Egg?

Wednesday, October 23, 2013 Bookmark and Share

by Don Patrick, MBA, CFP®

One of the biggest and most costly mistakes that most people make is failing to consider the very real possibility that they will need some type of long term medical care in the future—either in the home, in a nursing home, rehabilitation center, or assisted living facility—or some combination of all of these.  


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