Blog Archives - Page 23 of 25 - Atlanta Financial Associates, LLC

Planning the Retirement of Your Dreams

October 17, 2017

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.

Business Owners Creating Liquidity For Retirement

September 27, 2017

Successful business owners often struggle with how to exit their businesses and create enough liquidity to support their retirement. If you are a business owner, there is a good chance that your business is your most valuable asset. However, research shows that over 70 % of business owners do not have a formalized exit strategy.1 While the details of exit planning and getting your business in the best shape to maximize its’ value and transition from your ownership and control are beyond the scope of this post, there are a variety of ways that you can create liquidity to support your retirement.

Navigating Health Insurance After Retirement

August 16, 2017

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.

Financial Planning During Divorce and Overcoming Bumps in the Road

July 26, 2017

Planning for your future can be confusing and intimidating even when life goes according to plan, but when you are faced with an unexpected “turn in the road” it can be overwhelming and cause a feeling of hopelessness.

Why You Might Want to Keep Your Life Insurance in Retirement

July 19, 2017

One of the questions I often get from clients who are planning on retiring is whether they should maintain their life insurance. Normally, one might think that that they do not need life insurance in retirement because life insurance is designed to protect against financial loss, and if you have enough money to retire, why would you need it? But, in certain situations, there are good and valid reasons to continue your life insurance during your retirement:

Deciding to Age in Place – Or Not

June 12, 2017

Retirees are individuals, not a homogenized demographic. But there is one issue that galvanizes them. The great majority of retirees, no matter what their age, want to live out their lives in their homes.

Category: Blog