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 Newsroom
Atlanta Financial Promotes Jon Holmgren to Chief Operating Officer and Hires Michelle Thompson, JD, CFP®, CTFA® and Damita Jennings
Independent financial advisory firm strengthens team by promoting from within and recruiting new, experienced talent
ATLANTA – Jan. 10, 2019 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced a promotion and two new hires in the past six months as the business continues to grow in its twenty-sixth year.
Jon Holmgren was promoted to Chief Operating Officer (COO), effective July 1, 2018. Holmgren served as Vice President of Business Operations since July 2017. He continues to be instrumental in streamlining the processes and procedures that enable the firm’s success. Holmgren oversees daily firm operations as well as helps define and execute the firm’s strategic path.
“Jon’s habit of excellence sets a high bar for the rest of the AFA team,” said Cathy Miller, MBA, CFP®, CRPS®, CDFA™, Principal at Atlanta Financial. “We greatly value his efforts and congratulate him on this well-deserved promotion.”
This past summer, Michelle Thompson, JD, CFP®, CTFA®, joined Atlanta Financial as a Wealth Manager. Working with principal Julie Andrews, MBA, CFP®, AIF®, Thompson 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. She has also earned her Certified Trust and Financial Advisor (CTFA) designation.
“Michelle’s desire to work with individuals and families seeking financial guidance comes from a very personal place,” said Julie Andrews, Principal. “She understands how to balance the inherent difficulties of a blended family with the complexities of estate planning, which is helpful to many clients.”
Atlanta Financial welcomed Client Services Manager, Damita Jennings to the team in July. Jennings is charged with handling a wide variety of operational duties including client service, trading and new business activities. She is also helping the firm to leverage their new technology that has recently been implemented to help elevate the client experience at Atlanta Financial.
“In just a short time, Damita has made a positive impact with our clients and her colleagues,” said Rick Henderson, Principal. “We see a bright future at AFA for Damita and are excited to watch her grow professionally.”
Atlanta Financial’s success is built on establishing trusting relationships, a commitment to clients’ success, and a depth of expertise across the financial industry. Through many years of market cycles, shifts and turns, the firm has remained a leader in wealth management solutions due, in large part, to the best team in the business. Holmgren’s promotion and the hiring of Thompson and Jennings strengthens Atlanta Financial as the firm continues to work towards “Making Life’s Journey Richer” for both their clients and their staff.
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.