Category: News 2017

Converting Retirement Savings to Retirement Income

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

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Spencer Weresch Has a New Title and a New CMFC Designation

We are pleased to announce that Spencer Weresch’s role has been expanded to include responsibility for heading up account services projects for the firm as directed by the principals. His new title will be Senior Operations Project Leader as he adds these new responsibilities to his continuing work supporting Julie’s clients.

Additionally, congratulations are in order as Spencer recently earned his Charted Mutual Fund Counselor (CMFC®) designation. The CMFC designation is the only industry-recognized mutual fund designation. The program provides recipients with a “thorough knowledge of mutual funds and their various uses as investment vehicles,” according to the College for Financial Planning who offers the designation in conjunction with the Investment Company Institute (ICI).

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Spring Cleaning Your Finances

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

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Julianne Andrews Honored in Forbes Ranking of America’s Top Women Wealth Advisors

Atlanta Financial Associates, an independent financial advisory firm, today announced that Julianne F. Andrews, MBA, CFP®, AIF®, has been recognized by Forbes in their ranking of America’s Top Women Wealth Advisors for 2017. The inaugural list was published on earlier this month. Andrews, who is ranked 155 nationally, is one of only four advisors from the state of Georgia.

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Opening The Back Door to Retirement Savings

I remember one of my grandmother’s favorite sayings was, “When you can’t come in the front door, don’t be afraid to go in by the back door.” This saying perfectly captured this amazing woman’s outlook on life – that we should never give up, and need to be creative to find solutions to the “curve balls” life can throw our way.

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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.