Atlanta Financial Newsroom
It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles. The clear connection between health and wealth is why it’s so important to develop and maintain lifelong plans to manage both.
As we enter the summer, some exciting transitions are happening in our AFA family. My youngest daughter, Jen, has graduated from college (making me an official “empty-nester”). Charles Crowley and his wife, Erin, are about to welcome the next generation of “AFA babies” into the world as they become first-time parents. And, Julie Andrews has welcomed her first grandchild, a baby boy named Wilson.
Welcome to the World, Wilson!
Atlanta Financial partner Julie Andrews became a new grandmother when her oldest son, Will, and his wife, Allison, welcomed their first child, a baby boy named Wilson Pittman Andrews IV, in May. See our lead article above about how new grandparents, like Julie, can incorporate grandchildren into their financial planning and gifting. Congratulations to the growing Andrews family!
Watch Out World – Jen Miller is a College Graduate
Jen Miller, Cathy Miller’s youngest child, is a college graduate! Jen received her BBS in Entrepreneurial Management from Texas Christian University (TCU) in May. Following a celebratory graduation trip with her mom, Jen will be moving to Tampa and starting her career as a Program Manager with Schneider Electric.
Cathy authored this month’s lead article about financial planning through the seasons of life, including transitioning your recent college graduate from financial dependence to independence. We’re confident that Jen will make that transition seamlessly and successfully. Looking forward to seeing what the future holds for her!
In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they had to leave the workforce early because of health issues or a disability.
College is a huge financial undertaking. With costs increasing every year and the prospect of too much student debt at the forefront of many families’ minds, it’s more important than ever to be an educated college consumer. Go into the planning process wisely with these four steps.
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and local government workers still participate in traditional pensions. Altogether, 35% of workers say they (and/or their spouse) have pension benefits with a current or former employer.
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