Category: News 2017

Congratulations to Chris Pena, CRC®

Financial Planning Coordinator Chris Pena recently passed his Certified Retirement Counselor® (CRC) exam demonstrating a mastery of both retirement accumulation and distribution planning. This certification is one of only a very few retirement and financial planning-related certifications independently accredited by the National Commission for Certifying Agencies (NCCA). We are proud of Chris as he has gained valuable retirement knowledge and skills to help him bring even more value to his work with our clients. Nice work, Chris!

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Is It Wise to Trade Your Pension for a Lump Sum?

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and local government workers still participate in traditional pensions. Altogether, 35% of workers say they (and/or their spouse) have pension benefits with a current or former employer.

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Finding Your Sweet Spot in Retirement

In my conversations with clients who are beginning to prepare for their transition into retirement, I ask them, “What would you like to do in retirement?”, and often they answer, “I’m not really sure” or “I haven’t really decided yet.” What’s interesting about those answers is that while they have worked for years preparing financially for a successful retirement, they have not considered the other aspects of retirement that, along with sound financial preparation, will truly make them happy in retirement.

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Mark Your Calendar & Join Us!

Neighborhood Dinner: Sandy Springs
June 29, 2017
We’re hitting the road and meeting our clients where they live by hosting theme dinners throughout the Atlanta Metro area. June’s gathering will be in Sandy Springs. If you live in the area and your situation is a good fit for the program topic, be on the lookout for a personal invitation!

State of the Markets Webinar
August 14, 2017
The financial world is incredibly complex – and, these days, we’re all bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching.

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand.

25th Anniversary Celebration
September 23, 2017
Atlanta Financial turns 25 this year! Come celebrate this milestone anniversary with us. Details coming soon!

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Making Social Security Decisions with Confidence

Deciding when to begin taking Social Security can be confusing and overwhelming especially when you consider that once the decision is made, it can be difficult to change and a 12-month time restriction applies. Determining the optimal time to begin taking benefits depends on several factors, including the amount of benefits available to you and your spouse (if married), life expectancy, the date of your retirement, and the availability of other assets and income sources, such as 401(k)s, individual retirement accounts (IRAs) and retirement savings plans, that can be tapped during non-working years.

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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 management.to comprehensive wealth management.

WATCH AFA TV