Category: News 2017

Charles Crowley Promoted to Wealth Manager

We are extremely excited to announce the promotion of Charles Crowley to Wealth Manager. Over the past seven years, Charles has been an integral part of Cathy Miller’s team and been a key part of the growth of Cathy’s business during that time period. Charles has always brought with him an attitude that the clients’ needs come first and an attention to detail in the planning process that is unmatched in the industry. We are thrilled that Charles will be able to continue to leverage those abilities in an expanded role with Atlanta Financial.

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Ten Year-End Tax Tips for 2017

This year, with the possibility of tax reform being passed prior to year-end, it is especially important to consult your advisor and/or tax professional for customized advice, since the changes to tax law may mean deferring income or accelerating expenses may or may not be right in every situation.

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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Protecting Your Retirement Income from a Silent Killer

In talking to my clients about planning for their retirement income and building portfolios for their retirement, I find that many of them are concerned about stock market volatility and protecting what they have built over the years. What I rarely hear them mention is the silent killer of retirement income purchasing power: inflation.  

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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 comprehensive wealth management.