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

Eight for ’18: 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 all consider is financial well-being -not only our tax outlook, but also investment and retirement strategies, property and personal insurance coverage, and more. In this article, we provide a helpful list of actions you can take now that will cultivate a more fruitful 2018.

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Meeting the Number One Retirement Priority

Many of us have tightly-held beliefs about what should and should not be during retirement. A common one is “I should not have any debt when I retire.” This may be a lesson handed down by parents that is carried through the years or it may be a concern of a conservative investor who wants to make sure that their retirement is as worry-free as possible.

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Planning the Retirement of Your Dreams

For many years, I have worked with a couple that had a very specific retirement dream. They wanted to travel the country in their camper. At first, I thought this was something that would be a passing fancy. Over the years, many clients have expressed visions for retirement and yet many of them evolve over time to something entirely different. This couple was unique. They were very consistent and in sync with their dream. Don’t get me wrong. They loved their careers in medicine and education and were dedicated and true professionals. But, when they talked about riding through the country without an agenda or a definite plan but instead stopping wherever they found something interesting, they always lit up with smiles.

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How To Manage Identity Theft After The Sweeping Equifax Hack

Would you be surprised to learn that identity theft is the fastest growing crime in America?1 In 2014, the year for which the latest figures are available, 17 million Americans had their identities stolen. With an average loss to the affected victim estimated at $2,000, that’s $25 billion in financial losses in the U.S. alone.

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Navigating Health Insurance After Retirement

For retirees of all ages, adequate health insurance continues to be a chief concern.

Healthcare coverage has become an annual decision and, for most, there is a single enrollment period, generally in the fall/winter. Typically, only those with a “qualifying event” (divorce, death, etc.) are allowed to secure coverage outside the annual enrollment period.

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Successful Retirement: It’s All About Your Other “IRA”

Most of us spend considerable time planning the financial side of retirement but we often give the most important part of the next phase of life short shrift. Finding meaningful purpose, however you define it, is what makes retirement satisfying and fulfilling. At Atlanta Financial, we have found that it’s your other IRA – your “Individual Retirement Attitude” – that makes the difference in this next stage of life.

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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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