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Author: Julianne F. Andrews, MBA, CFP®, AIF®

Planning for a Meaningful and Healthy Retirement

A few months ago, I wrote a blog about the financial benefits of “phasing into” retirement. As it turns out, there can be health benefits to doing that as well.How can that be? Many people plan for and dream of retirement for years thinking that leaving the stress behind will be a boon for their health and emotional wellbeing. Not to mention that some professions are actually physically strenuous and take a physical toll as well. Retirement can be a time to follow your passions and pursue activities that you weren’t able to do during the working years, making this next chapter seem to offer a fulfilling capstone to a lifetime of professional accomplishments.

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Tax Season is Over! Now What do I do with All of this Paperwork?

It is always a relief to get your tax return filed and satisfy Uncle Sam for another year. But what about all of the tax documents and records you painstakingly pulled together to prepare the return? And what about all of the other “financial stuff” you have been keeping. Do you really need to keep all of that? The answer is “yes” and “no”… There are two things to consider when determining what to save and what can be discarded. The first is whether or not you will ever need that information in the future (and for how long). The second thing to consider is how to securely store what needs to be retained and dispose of what you can toss. A good organizational system will tackle the first issue (what to save and for how long) in a very systematic way. It may seem painful to set up this system initially, but once it is done and if maintained regularly, you can rest assured that whatever you need will be readily and easily accessible.

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What’s Ruining Medicine for Physicians?

Each year, Medical Economics asks physicians about their top challenges for the new year. During the 2018 end-of-the-year polling, this leading healthcare publication posed a more provocative question: “What is ruining medicine for physicians?” An overarching theme that emerged from the 2018 poll centered on how the business side of healthcare is demanding more of physicians’ attention than any other issue – even patient care. From continuing education requirements to continued declines in reimbursement rates to hard-to-use EHR systems and payer relations, there seems to be fewer hours left in physicians’ days to do what they do best and were trained to do – diagnose illnesses and treat patients. As a Wealth Manager and the spouse of a physician, I’ve called out four of the nine “pain points” that I found most relevant to a physician’s finances:

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Minimizing Surprises at Tax Filing Time

When Congress passed the recent $1.5 trillion tax bill (The Tax Cuts and Jobs Act or TCJA), it triggered the first comprehensive revamp of the U.S. tax code in more than three decades. As we prepare to file our 2018 tax returns, Americans will feel the effects of this legislation for the first time. For most, the effects will be positive. In fact, 80% of Americans will see their taxes drop. However, not all the news is good. There will be inevitable surprises as 2018 taxes are filed with one particularly nasty “gotcha” that will likely catch many taxpayers off guard.

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Allowing Yourself to be “Phased” by Retirement

Recently, I was interviewed by U.S. News & World Report for an article on phased retirements. I shared that, “Phasing into retirement can be a wonderful way to move into the next chapter of your life gracefully while still enjoying the rewards of working.” Indeed, retirement for the baby boomer generation and those younger is looking very different from the retirement of our parents. For many, retirement will be a long process of gradually winding down work hours and responsibilities rather than a firm date. There are advantages to this phased in approach and things to watch out for, too.

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Nine for ‘19: Financial Steps You Should Take Now

With the start of a new year, most of us begin making plans in all aspects of our lives for the year ahead – and beyond. One area we should consider is financial well-being —not only our tax outlook, but also investment and retirement strategies, property and personal insurance coverage, and more.
Here is a helpful list of actions you can take now that will cultivate a more fruitful 2019.

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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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