Atlanta Financial Newsroom
Julianne Andrews and Cathy Miller are Proud to be Named in Fortune’s “Women in Wealth” Section
Atlanta, GA, December 10, 2020 – We are pleased to announce Five Star award winners Julianne F. Andrews, MBA, CFP®, AIF® and Cathy C. Miller, MBA, CFP®, CRPS®, CDFA®’s appearance in a Women in Wealth special section in the December 2020 issue of Fortune magazine. The “Women in Wealth” supplement highlights Atlanta area women who “stand out” in their industry.
Tough Talks: Two Impactful Yet Difficult Money Conversations for Parents of Young Adults
There are very few concepts that can strain relational dynamics and provoke anxiety quite like discussing money with family, especially your young adult children. It generally isn’t something many parents are comfortable doing, and that is under “normal” circumstances. The stress is typically compounded when these conversations occur under duress or will inevitably induce major conflict within the family unit. Sometimes the circumstances are unforeseeable and the stress unavoidable. But many times, the contention can be avoided by simply being intentional and having these tough conversations now and on your terms.
Giving Season Has Arrived! Here’s 5 Ways to Maximize Your Year-End Giving Strategy
Before you know it, the hustle and bustle of the holiday season will be upon us. In order to minimize stress and maximize your gifting abilities, it’s important to keep in mind a few details that you may or may not be aware of when it comes to charitable gifting.
Julianne Andrews and Cathy Miller Receive the Women’s Choice Award® for Providing Exemplary Financial Services to Women
Atlanta, GA, December 3, 2020 – Atlanta Financial partners Julianne F. Andrews, MBA, CFP®, AIF® and Cathy C. Miller, MBA, CFP®, CRPS®, CDFA® have earned the Women’s Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.
Atlanta Financial New Partner Announcement
Atlanta, GA, November 18, 2020 – Atlanta Financial is delighted to announce the appointment of Chris Blackmon, CFP®, CPA as Partner. Chris’s promotion from Senior Wealth Manager is in response to his personal contribution to the unprecedented growth within the firm.
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know
On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 – including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed. As Social Security continues to contribute a large portion of monthly income for many, we thought this information would be timely.
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