Month: March 2017

Making Social Security Decisions with Confidence

Deciding when to begin taking Social Security can be confusing and overwhelming especially when you consider that once the decision is made, it can be difficult to change and a 12-month time restriction applies. Determining the optimal time to begin taking benefits depends on several factors, including the amount of benefits available to you and your spouse (if married), life expectancy, the date of your retirement, and the availability of other assets and income sources, such as 401(k)s, individual retirement accounts (IRAs) and retirement savings plans, that can be tapped during non-working years.

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Converting Retirement Savings to Retirement Income

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

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Converting Retirement Savings to Retirement Income

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

Read More »

Spencer Weresch Has a New Title and a New CMFC Designation

We are pleased to announce that Spencer Weresch’s role has been expanded to include responsibility for heading up account services projects for the firm as directed by the principals. His new title will be Senior Operations Project Leader as he adds these new responsibilities to his continuing work supporting Julie’s clients.

Additionally, congratulations are in order as Spencer recently earned his Charted Mutual Fund Counselor (CMFC®) designation. The CMFC designation is the only industry-recognized mutual fund designation. The program provides recipients with a “thorough knowledge of mutual funds and their various uses as investment vehicles,” according to the College for Financial Planning who offers the designation in conjunction with the Investment Company Institute (ICI).

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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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