Category: Blog

5 Ways to Stay Confident in Retirement – Step 1

Today’s retirees are living longer than ever before and experiencing retirement in new ways.

Gone are the days when people worked 50 years for the same employer, retired on a predictable pension, and settled down into a quiet lifestyle.

Today’s retirees are more active—with baby boomers controlling 70% of the country’s disposable income. They’re traveling the world, learning new skills, and redefining what creates a retirement community. With 10,000 boomers retiring daily, this drive to enjoy a vibrant retirement is becoming more common.

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Navigating Open Enrollment Options: Separating the Winners from the Losers

Fall is the time of year when many Americans are asked to make important decisions regarding their benefit plans for the upcoming year. Choosing a benefit plan is challenging from both a personal and financial perspective. On the one hand, it’s impossible to predict with any level of certainty which benefit plans you might need, but you also don’t want to shell out thousands of dollars for coverage that goes unused. Herein lies the challenge: weighing the risks and benefits of the options, then committing to the plan that fits best. Are you ready to select your family’s 2021 benefits? How will you even know what to look for? Here are some tips that may help you decide.  

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Did Anything Perform Well Last Week?

Why do I have bonds in my portfolio in this low rate environment?  This is a reasonable question given the strong performance of the equity market in recent history.  Last week major equity indexes have gone into “correction” (defined as a drop of 10% or more from the index high.)  These sudden declines are the reason we have fixed income in most portfolios.  Bonds do not typically provide the same long-term returns as equities, but they also protect our portfolio by limiting volatility and providing a ballast in our portfolio.  Since the global financial crisis, we have had historically low interest rates and bond returns have not been what investors historically experienced.  This has left investors looking for higher returns with two choices, buy more equities or invest in lower credit-quality bonds which typically pay higher interest rates.  We have always…

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Julianne Andrews Honored in Forbes’ Best-in-State Wealth Advisors List for Third Consecutive Year

Atlanta Financial Co-Founder Ranks Among Top Advisors Across the United States According to Forbes
ATLANTA – March 2, 2020 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that Julianne Andrews, MBA, CFP®, AIF®, has been named to the 2020 Forbes’ Best-in-State Wealth Advisors list. This is the third consecutive year that Andrews has been recognized by Forbes as a top performing financial advisor in Georgia. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.

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Can I Just Leave Everything To My Dog?

Not that long ago, arrangements for pets were not even considered when creating an estate plan. Nowadays, however, a high percentage of wills and trusts include provisions for the continual care of animals.

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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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