Month: December 2018

529 Plans Simplify Gifting and Estate Taxes

The 529 Savings Plan, a tax-efficient way to pay for tuition from preschool through graduate school, benefits the plan’s owner as well as its beneficiary. However, state laws complicate their use because 529 regulations vary from state to state. Complications aside, most parents, grandparents, aunts and uncles agree with Benjamin Franklin who astutely observed, “An investment in knowledge pays the best interest.”

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Stack Charitable Donations to Minimize Taxes

Recent tax reforms cleared the way for individuals and families to support the causes they believe in while potentially minimizing their taxes. However, this new approach has a few twists that require a bit of explanation regarding how “stacking” deductions work.

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Interest Rate Hikes: What Movement Really Means

No matter where you turn these days, news broadcasters, financial pundits and market watchers are talking about the Federal Reserve and what they will do with interest rates. Will they continue to increase rates or become more accommodative and slow down their increases? Since the 2008 financial crisis, the Fed has raised rates eight times (once in 2015, once in 2016, three times in 2017 and, so far, three times in 2018). What will happen next?

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Best Wishes to Kimsey and James

Congratulations to Kimsey Bolinger in our Account Services Department on her recent nuptials this past October. Kimsey and James Freeman were married at her grandparent’s wedding venue, The Buie Barn, in Brunswick, GA.

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Join Us for Our 10th Annual Holiday Open House

Please join us for our 10th Annual Holiday Open House and Toys for Tots Collection on Thursday, December 13, 2018, from 11:30 am – 1:30 pm at our office 5901-B Peachtree Dunwoody Road, Suite 275, Atlanta, GA 30328. Lunch will be served.

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Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

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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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