Category: News 2017

Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you’re not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider.

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Five Common Financial Aid Myths

With some private colleges now crossing the once unthinkable $70,000-per-year mark in the 2017/2018 school year, and higher costs at public colleges, too, financial aid is essential for many families. How much do you know about this important piece of the college financing puzzle? Consider these financial aid myths.

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Successful Retirement: It’s All About Your Other “IRA”

Most of us spend considerable time planning the financial side of retirement but we often give the most important part of the next phase of life short shrift. Finding meaningful purpose, however you define it, is what makes retirement satisfying and fulfilling. At Atlanta Financial, we have found that it’s your other IRA – your “Individual Retirement Attitude” – that makes the difference in this next stage of life.

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Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax, the federal generation-skipping transfer (GST) tax, and the federal income tax basis rules.

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Cathy Miller Helps TCU Students and Alumni Understand Fiscal Responsibilities

Research has long shown that women often relate to money differently than men. A capacity audience of TCU students and alumni recently attended a panel discussion about “Women and Money: The Real Power” to learn more about these differences and the challenges they can pose. Moderator Homer Erekson, Dean of TCU’s Neely School of Business, stimulated thought-provoking debate about how women learn about money and make financial decisions from a trio of leading financial experts including Cathy Miller, Principal and Co-founder, Atlanta Financial Associates; Chelsea Alexander, Wealth Management Advisor; and Lyle Thornton, Banking Center President, Southwest Bank.

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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.