Month: August 2018

Have You Made Any of These Financial Mistakes?

Your 50s and 60s
Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest egg.
Not quantifying your expected retirement income. As you near retirement, you should know how much money you (and your spouse, if applicable) can expect from three sources:

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Join Us in Welcoming Michelle Thompson to the AFA Family

We are thrilled to announce that Michelle Thompson has joined AFA as a Wealth Manager working with Julie Andrews and Harrsion Fant. Michelle is a CERTIFIED FINANCIAL PLANNER™ and licensed attorney, receiving her finance degree from the University of North Carolina in Greensboro and law degree from John Marshall Law School.

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New Addition to AFA Family Tickles Us Pink!

We’re excited to announce that Margaret Sayre Burruss, granddaughter of Julie and Andy Andrews, was born on June 20, 2018! Weighing in at 6 lbs., 4 oz., Margaret makes Julie’s daughter, Katie, and Katie’s husband, Scott, first-time parents.

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Building Confidence in Your Strategy for Retirement

Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence than today’s workers (perhaps because “retirement” is less of an abstract concept to those actually living it).

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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.