As we begin 2019, many of us are taking a fresh look at our goals and the things we want to accomplish in 2019. According to Fidelity Investments’ 10th Annual New Years’ Resolutions Study, almost one-third of Americans are considering making a financial resolution for 2019, with the top three resolutions being to save more, pay down debt, and spend less. Research has shown that there is a connection between financial wellness and happiness. So, if you can start this new year by making resolutions and taking some actions to improve your finances, I believe that your long-term financial wellness and happiness will increase. Below, are six actions for you to consider implementing in 2019:
Atlanta Financial Press Releases
Cathy Miller Receives the Women’s Choice Award® as Highly Recommended Financial Advisor by Women for Women for Sixth Consecutive Year
Atlanta – September 25, 2018 – Atlanta Financial Associates, an independent financial advisory firm, today announced that Cathy Miller, MBA, CFP®, CRPS®, CDFA™, has received the Women’s Choice Award ® for Financial Advisors and Firms. As the leading advocate for female consumers, WomenCertified Inc. selected Miller based on rigorous research and 17 objective criteria. Miller has received this recognition every year since 2013.
The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. At least one-third of their clientele are women and achieving this award reaffirms the commitment Miller has to extraordinary service in addressing the financial needs of women and their families.
“A majority of the female population greatly value financial security and are seeking advisors they can trust,” said Miller, who co-founded Atlanta Financial Associates in 1992. “I will continue to commit myself as an advisor to support female consumers in their quest for financial education and success.”
Women influence an enormous amount of wealth around the globe. Recent studies indicate the following regarding women and their finances:
- $20 Trillion (27%) of the world’s total wealth is controlled by women.**
- In the US alone, women exercise decision making control over $11.2 trillion; that is 39% of the nation’s estimated $28.6 trillion of investable assets.**
- 75% of female wealth creators describe themselves as primary decision makers.**
- Women consumers make the final decision for buying 91% of home purchases, 65% of the new cars, 80% of health care choices, and 66% of computers. ***
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.
ABOUT ATLANTA FINANCIAL ASSOCIATES
Since 1992, people have been turning to the advisors at Atlanta Financial Associates to help them build a wealth management plan that reflects their vision and can stand the test of time. Our ability not only to meet this expectation, but to exceed it, is based in large part on the commitment we make to every one of our relationships. We take the time to understand your full life picture—your values and perspectives, as well as where you are now and where you want to go. Adding to this is the fact that we have access to comprehensive resources, leading technology, and innovative tools. For more information about Atlanta Financial, please visit www.atlantafinancial.com.
We are excited to announce the rollout of our very own ATL Financial app! Simply go to the App Store on your smartphone and search for “ATL Financial.” If you have already established your credentials and accessed the AFA portal, you will simply need to enter the same user id and password to log in to the app. You will be able to view the same information available on our portal right in the palm of your hand.
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019.
It’s almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it’s surprising how many American adults haven’t done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers presumably available to them. Yet there are plenty of celebrities and people of note who died with inadequate (or nonexistent) estate plans.