Category: Blog 2018

“Will I Be Ok Financially?”

When a marriage ends, there are many questions and fears to address. After dealing with the emotional devastation and loss, often the next question is “Will I be ok financially?” The answer is never simple and is highly individual. So, if you are facing divorce, the first step in answering this question is to gather complete information on all of your resources and needs.

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New Tax Law Allows 529 College Savings Plan Funds to be Used For K-12 Private School Tuition

Over the last 20 years, many people have used 529 plans as a way to save for their children’s or grandchildren’s college education on a tax advantaged basis. Basically, if you put money into a 529 plan and invest it, you can reap the benefit of the growth on the money in the plan tax-free if it is used to pay for qualified higher education expenses for the beneficiary of the 529 account. Those expenses typically include college tuition, room and board, books, computers, software, and other items.

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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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