Month: May 2017

Is It Wise to Trade Your Pension for a Lump Sum?

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and local government workers still participate in traditional pensions. Altogether, 35% of workers say they (and/or their spouse) have pension benefits with a current or former employer.

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Finding Your Sweet Spot in Retirement

In my conversations with clients who are beginning to prepare for their transition into retirement, I ask them, “What would you like to do in retirement?”, and often they answer, “I’m not really sure” or “I haven’t really decided yet.” What’s interesting about those answers is that while they have worked for years preparing financially for a successful retirement, they have not considered the other aspects of retirement that, along with sound financial preparation, will truly make them happy in retirement.

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Mark Your Calendar & Join Us!

Neighborhood Dinner: Sandy Springs
June 29, 2017
We’re hitting the road and meeting our clients where they live by hosting theme dinners throughout the Atlanta Metro area. June’s gathering will be in Sandy Springs. If you live in the area and your situation is a good fit for the program topic, be on the lookout for a personal invitation!

State of the Markets Webinar
August 14, 2017
The financial world is incredibly complex – and, these days, we’re all bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching.

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand.

25th Anniversary Celebration
September 23, 2017
Atlanta Financial turns 25 this year! Come celebrate this milestone anniversary with us. Details coming soon!

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Where Am I Going to Live Now That I’m Retired?

A really important part of your retirement vision is deciding WHERE you are going to live. Housing can be one of those decisions that is really difficult to “get right.” Once you’re retired, and no longer tied to your current home or town by your job, the possibilities can seem endless – and feel overwhelming! Getting this decision wrong can be expensive.

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Budgeting For Travel – Now and Later

Whether it’s palm trees, museums or shooting the rapids, travel continues to be a popular pastime for retirees. While the scenery may change from year to year or season to season, one thing never changes: travel can be expensive. Planning ahead and traveling in the off season can save.

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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.

WATCH AFA TV