Category: Blog

What Could Tank My Success in Retirement Even Though Everything Looks Good on Paper?

When you visualize your retirement, what do you see? If you’re still far away from that milestone, your vision might remain a bit nebulous. For many individuals, the picture only grows clearer with time and detailed planning.
But even the best laid plans are not immune to derailment. Sometimes, the best way to prepare for the future is not only to imagine what could go right, but to be aware of what could go wrong.

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Helping Your Parents – and Yourself – Live Better Lives Into Retirement

Most Americans strive to live longer than their life expectancy.  Quality of life is a very important factor as well. In a 2018 poll by Axios.com, almost 7 out of 10 men want to live past age 77, the average life expectancy for men, and 57% of women would like to live past age 81, the average life expectancy for women.  In that same poll, when asked if they would like to live past 100, nearly half of the respondents said it depended on how much pain they were in or whether they would be able to live independently.1  It is widely recognized that many uncertainties and challenges come up as people age.  So, what are some things you can do to help yourself or your parents live better lives as you approach age 70, 80, and beyond?

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Financial Anchors Amidst a Viral Storm: Three Core Areas of Focus in Personal Finance During COVID-19

It has been nearly two months since the “shelter in place” restrictions required us all to adjust to a life in quarantine. There has been a swift and mandatory acceptance of personal and professional lives being mashed together, and the situation certainly requires some adjustments as we get used to what may very well prove to be a new norm of precaution and safety. As scary as the health side of the equation is, the financial fallout of COVID-19 has been an even tougher pill to swallow in many respects and many are asking the question, “What can I do right now to make sure my family will be ok financially?”

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Taking the Long View using History as Our Guide

There is an old Japanese proverb that goes like this: Fall down seven times; stand up eight.
Right now, it is important to remember that proverb and heed the lesson.  The financial markets are like so many other things.  Sometimes it seems that we take two steps forward only to go one step back. But, to help understand our current situation, it is helpful to look back at similar times in the past. Each financial downturn is different, but all have common elements.

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Week 6: In Need of Some Good News for a Change?

As we move to the end of April, there are promising signs across the globe that efforts to “flatten the curve” are having a positive impact on the spread of COVID-19.  We also continue to see the generosity of the American people and those around the world as we pull together during the pandemic. We hope you, your families and your friends are healthy and making the most of this time.  Here is some good news from the past week to brighten your day and take you into the weekend.

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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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