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 Newsroom
Join Us for Our 10th Annual Holiday Open House
The holidays are the perfect time to express our thanks for your business and to think about those less fortunate.
Please join us for our 10th Annual Holiday Open House and Toys for Tots Collection on Thursday, December 13, 2018, from 11:30 am – 1:30 pm at our office – 5901-B Peachtree Dunwoody Road, Suite 275, Atlanta, GA 30328. Lunch will be served.
In the holiday spirit, please bring a new, unwrapped toy. If you are unable to join us, but would like to donate a toy, please call our office at (770) 261-5380 to arrange a time to drop by. RSVP by December 11 to Angela Fernandez at 770-261-5380 or email@example.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.