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.
Please Note: Atlanta Financial Associates is a tradename. All services provided by Atlanta Financial Associates investment professionals provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Atlanta Financial Associates.
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