Month: November 2017

Ten Year-End Tax Tips for 2017

This year, with the possibility of tax reform being passed prior to year-end, it is especially important to consult your advisor and/or tax professional for customized advice, since the changes to tax law may mean deferring income or accelerating expenses may or may not be right in every situation.

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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Protecting Your Retirement Income from a Silent Killer

In talking to my clients about planning for their retirement income and building portfolios for their retirement, I find that many of them are concerned about stock market volatility and protecting what they have built over the years. What I rarely hear them mention is the silent killer of retirement income purchasing power: inflation.  

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Meeting the Number One Retirement Priority

Many of us have tightly-held beliefs about what should and should not be during retirement. A common one is “I should not have any debt when I retire.” This may be a lesson handed down by parents that is carried through the years or it may be a concern of a conservative investor who wants to make sure that their retirement is as worry-free as possible.

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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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