Category: News 2018

Join Us in Welcoming Michelle Thompson to the AFA Family

We are thrilled to announce that Michelle Thompson has joined AFA as a Wealth Manager working with Julie Andrews and Harrsion Fant. Michelle is a CERTIFIED FINANCIAL PLANNER™ and licensed attorney, receiving her finance degree from the University of North Carolina in Greensboro and law degree from John Marshall Law School.

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New Addition to AFA Family Tickles Us Pink!

We’re excited to announce that Margaret Sayre Burruss, granddaughter of Julie and Andy Andrews, was born on June 20, 2018! Weighing in at 6 lbs., 4 oz., Margaret makes Julie’s daughter, Katie, and Katie’s husband, Scott, first-time parents.

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Building Confidence in Your Strategy for Retirement

Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence than today’s workers (perhaps because “retirement” is less of an abstract concept to those actually living it).

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Pay attention to your health — and health-care costs

Health. The EBRI survey revealed a correlation between health and retirement planning confidence. For example, 60% of today’s workers who are confident in their retirement prospects also report being in good or excellent health, while only a little more than a quarter of those who are not confident report similar levels of health.

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Fact or Fiction?

Fiction: Taking a loan from my retirement plan is not a big deal—I can always fund my retirement later.

Fact: Borrowing from your 401(k) or other retirement plan is a major decision that should not be made lightly. Several issues could affect your ability to continue to make headway on your retirement goals.

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Georgia (Tax Reform) on My Mind

You’d probably have to look long and hard to find someone who didn’t know that federal tax laws changed in 2018. But how many people realize that Georgia income tax laws have changed too?

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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.