Month: June 2017

Successful Financial Planning for The Seasons of Life

As we enter the summer, some exciting transitions are happening in our AFA family. My youngest daughter, Jen, has graduated from college (making me an official “empty-nester”). Charles Crowley and his wife, Erin, are about to welcome the next generation of “AFA babies” into the world as they become first-time parents. And, Julie Andrews has welcomed her first grandchild, a baby boy named Wilson.

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Atlanta Financial Family News

Welcome to the World, Wilson!
Atlanta Financial partner Julie Andrews became a new grandmother when her oldest son, Will, and his wife, Allison, welcomed their first child, a baby boy named Wilson Pittman Andrews IV, in May. See our lead article above about how new grandparents, like Julie, can incorporate grandchildren into their financial planning and gifting. Congratulations to the growing Andrews family!

Watch Out World – Jen Miller is a College Graduate
Jen Miller, Cathy Miller’s youngest child, is a college graduate! Jen received her BBS in Entrepreneurial Management from Texas Christian University (TCU) in May. Following a celebratory graduation trip with her mom, Jen will be moving to Tampa and starting her career as a Program Manager with Schneider Electric.

Cathy authored this month’s lead article about financial planning through the seasons of life, including transitioning your recent college graduate from financial dependence to independence. We’re confident that Jen will make that transition seamlessly and successfully. Looking forward to seeing what the future holds for her!

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Four Things to Do in The Four Years Before College

College is a huge financial undertaking. With costs increasing every year and the prospect of too much student debt at the forefront of many families’ minds, it’s more important than ever to be an educated college consumer. Go into the planning process wisely with these four steps.

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Deciding to Age in Place – Or Not

Retirees are individuals, not a homogenized demographic. But there is one issue that galvanizes them. The great majority of retirees, no matter what their age, want to live out their lives in their homes.

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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 comprehensive wealth management.