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Author: Chris Blackmon, CFP®, CPA

The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know

November 12, 2020

On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 – including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed.  As Social Security continues to contribute a large portion of monthly income for many, we thought this information would be timely.

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2020 Tax Code Changes: What You Need to Know

September 22, 2020

Most of us have either filed or are wrapping up our 2019 tax filing by this point.  A common question we receive is what will happen to taxes after the election?  Government spending has increased (especially in response to COVID-19 packages) and an increase in revenues will be needed.  Of course, finding consensus on where to increase taxes will not be likely.  At Atlanta Financial Associates, we pay much attention to proposed changes and right now that is all they are, possibilities.  Often, leaders float ideas to see what gains traction.  A couple of the proposals being ‘floated’ right now include…

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IRS Releases 2020 “Dirty Dozen” Tax Scams

August 25, 2020

Each year the IRS releases a Top 12 or “Dirty Dozen” tax frauds and scams they are seeing in an effort to warn taxpayers of things to be on the lookout for.  I read this each year and the list includes several of the usual suspects but also has some new additions.  You can read the entire IRS list here (IRS Dirty Dozen 2020), but I wanted to highlight a couple of items that I believe are most relevant to our readers…

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4 Things That Will Be More or Less Expensive After Coronavirus

June 16, 2020

COVID-19 has impacted nearly every aspect of the economy. When President Donald Trump declared the virus a national emergency at the beginning of March, standards of living rapidly shifted: governors enacted stay-at-home orders, learning institutions closed and consumers suddenly faced unprecedented challenges.1 While the travel and tourism industry is seeing record lows, demand for staple foods and hygiene products has surged.

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Help Available to Business Owners

April 3, 2020

Help for small businesses continues to be a hot topic after the massive stimulus bill passed Friday, March 27th.  Details of the available programs continue to be clarified but one of the programs for which we have fielded the most questions is the Payroll Protection Program. The Small Business Administration (SBA) has released the official application and will begin to process applications on Friday, April 3rd. These loans will typically be processed through an SBA approved bank (our experience has been that almost all banks of reasonable size are enrolled and will be processing these loans and applications).

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Did Anything Perform Well Last Week?

March 4, 2020

Why do I have bonds in my portfolio in this low rate environment?  This is a reasonable question given the strong performance of the equity market in recent history.  Last week major equity indexes have gone into “correction” (defined as a drop of 10% or more from the index high.)  These sudden declines are the reason we have fixed income in most portfolios.  Bonds do not typically provide the same long-term returns as equities, but they also protect our portfolio by limiting volatility and providing a ballast in our portfolio.  Since the global financial crisis, we have had historically low interest rates and bond returns have not been what investors historically experienced.  This has left investors looking for higher returns with two choices, buy more equities or invest in lower credit-quality bonds which typically pay higher interest rates.  We have always…

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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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Atlanta Financial Associates, LLC
 5901-B Peachtree Dunwoody Rd. Suite 275 
Atlanta, GA 30328
Phone: 770.261.5380
Fax: 770.261.5381
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Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the states of Alabama, California, Florida, Georgia, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 All written content on this site is for information purposes only. Opinions expressed herein are solely those of Atlanta Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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