Atlanta Financial Newsroom
Changing Paths to Better Serve You
Since starting our wealth management firm 26 years ago, Atlanta Financial has been proud to say every decision we have made as a firm has been made with the best interests of our valued clients in mind.
Welcome Damita Jennings!
Damita Jennings joined Atlanta Financial as a Client Service Manager in July of 2018 and has already made an extremely positive impact with her colleagues and our clients.
The Financial Implications of a Chronic Illness
When you live with a chronic illness, you need to confront both the day-to-day and long-term financial implications of that illness. Talking openly about your health can be hard, but sharing your questions and challenges with those who can help you is extremely important, because recommendations can be better tailored to your needs.
Atlanta Financial Associates Announces Registered Investment Advisor Status and New Custodial Partner
Atlanta, GA – August 30, 2018 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced an evolutionary change to their business as they establish themselves as an independent Registered Investment Advisory (RIA), partnering with Charles Schwab as their custodial firm.
Have You Made Any of These Financial Mistakes?
Your 50s and 60s
Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest egg.
Not quantifying your expected retirement income. As you near retirement, you should know how much money you (and your spouse, if applicable) can expect from three sources:
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