Atlanta Financial Newsroom
We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is it? Representing approximately two-thirds of overall GDP, consumption–the almighty consumer–is the largest driver of economic growth in the United States. Of the nearly $18 trillion in U.S. GDP (2015), American shoppers are responsible for a piece of the pie worth about $12 trillion.
When you claim a federal income tax deduction for charitable contributions, you must substantiate the contributions by maintaining certain records. The records must establish the charity to whom the gift was made, the amount of cash or the type and value of other property donated to charity, whether anything was received in consideration for the contribution, and certain other requirements.
I’m thinking about asking my parents to move in with me and my family. Is there anything I need to consider?
Is there anything I need to consider?
Many members of the “sandwich generation”–a group loosely defined as people in their 40s to 60s who are “sandwiched” between caring for their own children and aging parents–find themselves in the position of raising a family and looking after the needs of aging parents. If the time has come when you and your parents think that it may be in their best interest to live with you, you should discuss the implications and how it will impact your entire family.
Sahil Khetani, Account Services Associate, and Kassi Conley, Client Service Administrator, recently passed their Series 7 exams, an essential license for a securities representative. The Series 7 exam, also known as the General Securities Representative Qualification Examination, assesses the candidate’s knowledge of corporate securities sales, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
Atlanta Financial Associates, an independent financial advisory firm, today announced that Cathy Miller, Julianne Andrews and Rick Henderson have each received the 2016 Five Star Wealth Manager award* for the greater Atlanta area.
Congratulations to Account Services Associate Sahil Khetani for passing his Series 63 exam, the final step in being licensed to trade accounts. The Series 63, known as the Uniform Securities Agent license, is an exam administered to investment industry professionals by the Financial Industry Regulatory Authority (FINRA).
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