Atlanta Financial Newsroom
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversion Could Come in Handy
The idea of one day reaching retirement is exciting, but having enough to maximize your quality of life during retirement is key. You’ve likely heard of a backdoor Roth IRA, but for some people looking to maximize their withdrawals in retirement, a mega backdoor Roth IRA may be the way to go.
Retiring Soon? 5 Tips to Getting Started With the Business Transition Process
At the most basic level, business transition planning is a strategy that can be put into play when a business is sold or changes hands. For company owners nearing retirement, a successful transition plan can play an important part in creating and preserving the value of the business after it has changed hands.
Where Does the Travel Industry Stand as Summer 2021 Kicks Off?
The travel industry has begun to see growing demand as we move closer to summer. However, not all travel will be the same, as much of the demand is directly related to the COVID-19 vaccine and reduced CDC restrictions. Instead, industry trends have emerged based on individual comfort levels as they apply to different modes of travel.
Below we will explore some of the factors that have contributed to an increase in travel and how different industries are responding to it.
Understanding Inflation in 2021: What Investors Need to Know
Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2010…
The Child Tax Credit 2021: What Changes Can Families Expect This Year?
In March 2021, a year after the onset of COVID-19 in America, the $1.9 trillion American Rescue Plan was passed. In addition to stimulus payments, vaccination initiatives and financial relief for small businesses, this plan made some major temporary changes to the child tax credit.
The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
Whether you’ve officially retired or are still working full time, it’s possible your health insurance options are changing. Depending on your age or health status, you may soon be qualified for Medicare. While you’ve likely heard of it before, we’re breaking down what exactly it is, who Medicare benefits and what each Medicare part covers.
Julianne Andrews and Cathy Miller Receive the Women’s Choice Award for Providing Exemplary Financial Services to Women
Atlanta Financial partners Julianne F. Andrews, MBA, CFP®, AIF® and Cathy C. Miller, MBA, CFP®, CRPS®, CDFA® have received a 2021 Women’s Choice Award® as a Financial Advisor, demonstrating a strong commitment to providing exemplary services for female clientele.
Cathy Miller Honored as a Forbes’ Top Women Wealth Advisor
Cathy Miller, Co-Founder of Atlanta Financial Associates, now part of Mercer Advisors, recognized as Top Performing Female Advisor in the United States
The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?
There comes a point in nearly everyone’s life when they begin to wonder if they should continue to rent or make the step of purchasing a home – but throw a global pandemic, low mortgage rates and a crazy housing market into the mix, and it makes the choice a whole lot more complicated. Furthermore, since January 2020, home sales have been steadily increasing.1
Julianne Andrews Honored in Forbes’ Top Women Wealth Advisors List for Fifth Consecutive Year
Atlanta, GA – April 1, 2021 – Atlanta Financial Associates announced that Julie Andrews, MBA, CFP®, AIF®, has been named to Forbes’ Top Women Wealth Advisors list for 2021. This is the fifth consecutive year that Andrews has been recognized by Forbes as a top performing female advisor in the U.S. The list was published on Forbes.com.
The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan
In one of his first major moves in office, President Biden has signed the American Rescue Plan Act – a $1.9 trillion stimulus plan meant to extend, renew and implement relief for those affected by COVID-19.
Below is a breakdown of some important components to this legislation, including what business owners, families and struggling individuals may need to know.
COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
One year into the pandemic, Americans are continuing to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is filing our taxes on time. On March 17, less than one month until Tax Day, the IRS announced an extension for the 2021 tax filing season. Here’s what you need to know about filing your 2020 taxes.
A Third Round of Stimulus Checks Are Coming for Americans: The Rundown
One year into the pandemic, individuals everywhere are experiencing emotional, physical and economical implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a third stimulus package called the American Rescue Plan Act.
Eligible individuals and families will receive stimulus checks up to $1,400 per person. As a reminder, here’s what you need to know about your third stimulus check.
Atlanta Financial is in the News!
Recently, Atlanta Financial co-founders Julie Andrews and Cathy Miller were interviewed by Financial Planning magazine regarding the firm’s recent merger with Mercer Global Advisors. We thought you might be interested in a few excerpts from the article:
Millionaire & Former Zappos CEO Died in November Without a Will. Here’s Why That Makes Things Extremely Complicated
Tony Hsieh, former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months prior, Hsieh retired from his position as CEO of Zappos with an estimated net worth of $840 million.1 Since his death, his family has determined he died intestate, meaning he had no will. In response, his family has filed for access to the former CEO’s accounts and assets.2
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