Atlanta Financial Newsroom

The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?

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

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COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline

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.

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A Third Round of Stimulus Checks Are Coming for Americans: The Rundown

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.

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Atlanta Financial is in the News!

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:

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Millionaire & Former Zappos CEO Died in November Without a Will. Here's Why That Makes Things Extremely Complicated

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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A Second (Smaller) Stimulus Bill Has Been Passed: Here’s an Overview of the $600 Billion Package

A Second (Smaller) Stimulus Bill Has Been Passed: Here’s an Overview of the $600 Billion Package

Late into the day on December 21, Congress finally passed a much anticipated (and arguably long-overdue) second stimulus package. Signed by President Trump on December 27, the new stimulus package has already begun affecting Americans as we rang in the new year. Spreading $600 billion (notably much less than last March’s $2 trillion deal) amongst businesses, hospitals, families and individuals, this economic stimulus package is designed to bring relief to those experiencing the financial hardships caused by the continuation of the COVID-19 pandemic. Below are some highlights of the bill’s coronavirus-related relief efforts that could affect you, your family and your business in the near future.

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Fortune's Women in Wealth

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.

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Tough Talks: Two Impactful Yet Difficult Money Conversations for Parents of Young Adults

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.

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Chris Blackmon

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.

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The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here's What You Need to Know

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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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

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