Atlanta Financial Newsroom
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.
ATLANTA BUSINESS CHRONICLE – Aug 25, 2016
Tonya Layman – Contributing Writer
Even though there is limited product and higher premiums in the long-term care policy space, retirement advisers are still urging clients to consider purchasing coverage for future medical expenses.
Atlanta Financial Associates Partner Cathy C. Miller Receives Women’s Choice Award® by Women for Women for Fourth Consecutive Year
Atlanta, GA – May 9, 2016 – Atlanta Financial Associates, an independent financial advisory firm, is pleased to announce that for the fourth consecutive year Cathy Miller, MBA, CFP®, CRPS®, CDFA™ and partner at Atlanta Financial has received the Women’s Choice Award for Financial Advisors and Firms from WomenCertified, Inc., the leading advocate for female consumers.
Hear How Atlanta Financial Makes Life’s Journey Richer
WATCH AFA TV