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Category: News 2017

Harrison Fant Receives Accredited Investment Fiduciary Designation

February 8, 2017

Harrison Fant is on a roll! Last month, he received his Certified Financial Planner® (CFP) designation and this month, he received his Accredited Investment Fiduciary® (AIF) designation. The AIF designation represents a thorough knowledge of and ability to apply the fiduciary practices. According to fi360, home of the AIF and AIFA® designations, AIF designees have a reputation in the financial services industry for their “ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.” Nice work, Harrison!

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Grandparents Can Help Bridge The College Cost Gap

February 7, 2017

For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans. For some, the ace in the hole might be grandparents, whose added funds can help bridge the gap. If you’re a grandparent who would like to help fund your grandchild’s college education, here are some strategies.

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Can the IRS Waive the 60-Day IRA Rollover Deadline?

February 7, 2017

If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don’t get to the new IRA trustee in time, the tax impact can be significant. In general, the rollover is invalid, the distribution becomes a taxable event, and you’re treated as having made a regular, instead of a rollover, contribution to the new IRA. But all may not be lost.

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Atlanta Financial Launches Blog

January 6, 2017

We are pleased to announce the addition of our new blog to the Atlanta Financial website. We welcome you to visit regularly for posts about retirement, financial and tax planning, as well as our thoughts and opinions on current events that may impact financial strategies.

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Harrison Fant Receives Certified Financial Planner Designation

January 6, 2017

Congratulations to Harrison Fant for earning his Certified Financial Planner (CFP) designation! According to the CFP Board, the CFP process “identifies to the public that the individual has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.” Harrison has been authorized to use the CFP certification marks in the U.S.

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Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the states of Alabama, California, Florida, Georgia, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 All written content on this site is for information purposes only. Opinions expressed herein are solely those of Atlanta Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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