Month: July 2017

Atlanta Financial’s Cathy Miller Receives the Women’s Choice Award® as Highly Recommended Financial Advisor by Women for Women

Atlanta – July 27, 2017 – Atlanta Financial Associates, an independent financial advisory firm, today announced that Cathy C. Miller, MBA, CFP®, CRPS®, CDFA™, has received the Women’s Choice Award ® for Financial Advisors and Firms. As the leading advocate for female consumers, WomenCertified Inc. selected Miller based on rigorous research, 17 objective criteria and additional points of reference that provided feedback regarding her service and practices.

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Successful Retirement: It’s All About Your Other “IRA”

Most of us spend considerable time planning the financial side of retirement but we often give the most important part of the next phase of life short shrift. Finding meaningful purpose, however you define it, is what makes retirement satisfying and fulfilling. At Atlanta Financial, we have found that it’s your other IRA – your “Individual Retirement Attitude” – that makes the difference in this next stage of life.

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Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax, the federal generation-skipping transfer (GST) tax, and the federal income tax basis rules.

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Why You Might Want to Keep Your Life Insurance in Retirement

One of the questions I often get from clients who are planning on retiring is whether they should maintain their life insurance. Normally, one might think that that they do not need life insurance in retirement because life insurance is designed to protect against financial loss, and if you have enough money to retire, why would you need it? But, in certain situations, there are good and valid reasons to continue your life insurance during your retirement:

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Cathy Miller Helps TCU Students and Alumni Understand Fiscal Responsibilities

Research has long shown that women often relate to money differently than men. A capacity audience of TCU students and alumni recently attended a panel discussion about “Women and Money: The Real Power” to learn more about these differences and the challenges they can pose. Moderator Homer Erekson, Dean of TCU’s Neely School of Business, stimulated thought-provoking debate about how women learn about money and make financial decisions from a trio of leading financial experts including Cathy Miller, Principal and Co-founder, Atlanta Financial Associates; Chelsea Alexander, Wealth Management Advisor; and Lyle Thornton, Banking Center President, Southwest Bank.

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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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