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
Julianne Andrews Honored in Forbes’ Best-in-State Wealth Advisors List
Atlanta Financial Associates Co-Founder Ranks Among Top-Performing Advisors Across the United States
Atlanta, GA – February 27, 2018 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that Julie Andrews, MBA, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Andrews’ unwavering professionalism has earned her local, regional and national recognition, including the Forbes’ Best-in-State Wealth Advisors list, for her service and expertise. In 2017, she was also included on *Forbes’ list of America’s Top Women Wealth Advisors. With nearly 30 years of experience in the financial planning industry, Andrews demonstrates her unparalleled commitment to her clients by developing sophisticated solutions that address the financial needs of highly successful physicians, professionals and individuals at or nearing retirement. Andrews co-founded Atlanta Financial Associates in 1992.
“I am honored to be recognized by Forbes as one of the best wealth advisors in Georgia,” said Andrews. “I continue to set a high bar for myself and my colleagues to ‘Make Life’s Journey Richer’ for our clients and it’s wonderful to have those efforts affirmed in this way.”
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
ABOUT ATLANTA FINANCIAL
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.
Atlanta Financial Associates’ address is 5901-B Peachtree-Dunwoody Road, Suite 275, Atlanta, GA 30328.
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered by Atlanta Financial Associates Inc. are separate and unrelated to Commonwealth. Fixed insurance products and services offered through Atlanta Financial Associates, Inc. or CES Insurance Agency.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
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.