Category: Blog

Change in Marital Status, Change in Lifestyle?

Divorce brings many emotional losses, and often a sense of loss of control over the future. A common response is to cling to elements of your past lifestyle. Many parents understandably fear the impact a divorce will have on their children, and want to keep their lifestyle as much the same as possible. But often, holding on to the past can often come at a high cost.

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Navigating the Financial Twists and Turns in Business and in Life

As a business owner, planning for your future can be difficult because of the many twists and turns that can happen both in business and in life. When you encounter situations, either expected or unexpected, you may need to make decisions that can have a major impact on you, your family, and your business. How you approach those situations can be critical to your long-term success.

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Save $10,000 on Taxes by Helping Georgia’s Rural Hospitals

When the Tax Cuts and Jobs Act of 2017 took away Georgians’ ability to deduct their paid state income taxes on their 2018 returns, it sent filers scrambling to maximize the deductions that remain. A new deduction which debuted this year offers a maximum tax credit of $10,000 and a chance to help save Georgia’s financially struggling rural hospitals.

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“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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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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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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