As the holiday season approaches, we are taking time to express our gratitude for your support throughout the year, and to share our good fortune with others in need. Please join us as we our doors for our 8th Annual Holiday Open House and Toys for Tots Collection.
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.
The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations.
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.
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?
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.
Atlanta Financial Associates, LLC
5901-B Peachtree Dunwoody Rd. Suite 275 Atlanta, GA 30328
Phone: 770.261.5380
Fax: 770.261.5381
Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the states of Alabama, California, Florida, Georgia, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Atlanta Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Privacy Policy
Copyright 2020 | All Rights Reserved
