As we begin 2019, many of us are taking a fresh look at our goals and the things we want to accomplish in 2019. According to Fidelity Investments’ 10th Annual New Years’ Resolutions Study, almost one-third of Americans are considering making a financial resolution for 2019, with the top three resolutions being to save more, pay down debt, and spend less. Research has shown that there is a connection between financial wellness and happiness. So, if you can start this new year by making resolutions and taking some actions to improve your finances, I believe that your long-term financial wellness and happiness will increase. Below, are six actions for you to consider implementing in 2019:
Atlanta Financial Press Releases
AFA Partners Selected as Five Star Wealth Managers for Sixth Consecutive Year
Atlanta, GA – November 2, 2017 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that all three partners— Cathy Miller, Julie Andrews and Rick Henderson—have each received the 2017 Five Star Wealth Manager award* for the greater Atlanta area.
According to Five Star Professional, the Five Star Wealth Manager award is the largest and most widely published wealth manager program in the financial services industry. Award criteria is based on a rigorous, multifaceted research methodology, incorporating input from peers and firm leaders, client retention rates, industry experience and a thorough regulatory history review.
“To receive the Five Star Wealth Manager award once again this year is a true honor,” said Cathy Miller, MBA, CFP®, CRPS®, CDFA™. “It is a testament to our diligence in offering a comprehensive suite of financial services, all of which adhere to the highest standards of our industry.”
Julie Andrews, MBA, CFP®, AIF® added, “This recognition hails our hard work and our deep and caring commitment to our clients. Treating each client as an individual and addressing their unique goals builds trust and longevity, which are hallmarks of Atlanta Financial.”
Celebrating their 25th year in business this year, Atlanta Financial is a full-service financial services firm built on a foundation of trust and respect. Over the years, it has remained on the forefront of providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth. Atlanta Financial has a tradition of excellence with a focus on value, service and an unparalleled commitment to clients that has helped establish and maintain its good name in the community, as evidenced by the Five Star Wealth Manager awards.
“Atlanta Financial and its staff take great pride in our ability to provide one-on-one support for a client’s investment objectives paired with prudent wealth management and exceptional, personalized service,” said Rick Henderson, CPA, CFP®, AIF®. “Our mission statement, ‘Make Life’s Journey Richer,’ isn’t just a platitude. It’s a deeply honored, personal responsibility to our clients.”
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In2017, 2,378 Atlanta wealth managers were considered for the award; 301 (13 percent of candidates) were named 2017 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit.
ABOUT ATLANTA FINANCIAL
Since 1992, people have been turning to the advisors at Atlanta Financial Associates to help them build a wealth management plan that reflects their vision and can stand the test of time. Our ability not only to meet this expectation, but to exceed it, is based in large part on the commitment we make to every one of our relationships. We take the time to understand your full life picture—your values and perspectives, as well as where you are now and where you want to go. Adding to this is the fact that we have access to comprehensive resources, leading technology, and innovative tools. For more information about Atlanta Financial, please visit www.AtlantaFinancial.com.
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered by Atlanta Financial Associates Inc. are separate and unrelated to Commonwealth. Fixed insurance products and services offered through Atlanta Financial Associates, Inc. or CES Insurance Agency.
We are excited to announce the rollout of our very own ATL Financial app! Simply go to the App Store on your smartphone and search for “ATL Financial.” If you have already established your credentials and accessed the AFA portal, you will simply need to enter the same user id and password to log in to the app. You will be able to view the same information available on our portal right in the palm of your hand.
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019.
It’s almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it’s surprising how many American adults haven’t done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers presumably available to them. Yet there are plenty of celebrities and people of note who died with inadequate (or nonexistent) estate plans.