Category: News 2017

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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Congratulations to Mr. & Mrs. Harrison Fant!

On March 11, 2017, our own Harrison Fant, Associate Advisor, married Erin Blossom at Johnson Ferry Baptist Church. A beautiful reception was held at Roswell’s Ivy Hall to celebrate the couple. Harrison and Erin took a wedding trip to St. Lucia and returned to their newly purchased home in Roswell to begin what we hope will be a long and happy life together. Please join us in wishing Harrison and Erin all the best!

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Why Diversification Matters

When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is diversification so important? The simple reason is that it helps ensure that your risk of loss is spread among a number of different investments. The theory is that if some of the investments in your portfolio decline in value, others may rise or hold steady, helping to offset the losses.

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Save the Dates for Upcoming Events!

Retirement Readiness Event
April 7, 2017, 9:30 am to 4 pm, Palisades Office Park – Atlanta
We’ve been planning your financial retirement for quite some time but this workshop focuses on aspects of retirement beyond the financials.

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Due Date Approaches for 2016 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of last year’s tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to do your taxes for you.

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How Can I Prepare Financially for Stormy Weather?

Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread damage. Severe weather often strikes with little warning, so take measures now to protect yourself and your property.

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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.

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