Category: News 2016

What It Means To Be A Financial Caregiver For Your Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

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Playing Catch-up with Your 401(K) or IRA

A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42% had saved less than $100,000.

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Trump or Clinton?

This year’s election of a new United States president will make history. For the first time, a woman is running for the country’s top job, and her opponent is not a seasoned politician but a businessman. While those circumstances will certainly be heralded and much studied, what does it mean to the savvy investor?

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IRS Announces 2017 Retirement Plan Contribution Limits

On October 27, 2016, the Internal Revenue Service announced its annual cost-of-living adjustments for 2017 retirement plan-related items. A key change this year is that the defined contribution limit is increasing from $53,000 to $54,000. All other contribution limits will remain the same.

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Hear How Atlanta Financial Makes Life’s Journey Richer

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