Atlanta Financial Newsroom

Retiring FITT: A Road Map to Retirement

January 6, 2017

At Atlanta Financial, we’ve re-drawn the map to retirement. Our “Retiring FITT” system, a proprietary program, is designed to empower retirees to make good decisions when going through the retirement process. It has changed the way we talk about retirement, putting the client and investor in the driver’s seat.

The system addresses 25 different aspects of retirement and helps clients develop a solid action plan for retirement by looking at the entire picture and providing the missing pieces. This comprehensive program alleviates fears of making critical and permanent mistakes.

Retiring FITT allows clients to consider how all aspects of retirement may affect their family’s financial health for decades to come. The program not only considers personal data, timelines, pensions, Social Security funds, compensation plans, insurance, 401(k)s and IRAs, but also addresses more overarching concerns such as purpose in retirement, philanthropy, legacy, budgeting, education, major purchases and more.

By placing the power back in the client’s hands and away from sales people, clients see the mystery behind retirement melt away. Aiming to provide clients with financial independence today and tomorrow, Retiring FITT takes them from the point of dreaming about retirement through the years of enjoying retirement.

Contact us today to learn more about Retiring FITT and get on the road to retirement.

Share This:

Share on facebook
Share on linkedin
Share on twitter
Share on google

What Is My Number?

As a financial advisor, this is a frequently asked question.  How much money do I need to save to retire comfortably?  In other words, what is my number?

Much has been written about this topic.  Schwab recently released a survey of 1,000 401(k) participants across the country indicating that on average, Americans believe they need $1.7 million to retire.  That may seem like a reasonable number, but is it?  A recent CNBC poll showed that two-thirds of U.S. workers are either very or somewhat confident that they will be able to live comfortably throughout retirement.  However, a study by the Employee Benefit Research Institute showed that only 42% of Americans have done any retirement calculations.  And on top of that, according to Fidelity, the average 401(k) balance in the U.S. is $297,700 which is a far cry from $1.7 million.

So, where is the disconnect and how can you actually determine what your own “number” is?

Although every person’s situation is completely different, there are really five things to consider when determining how much you need to save for retirement.  The impact of underestimating any of these factors could be catastrophic, so this is not the time for optimism.  This is the time to be very clear-eyed about setting your goals and expectations.  Let’s get started.

Read More »

Are you Paying More Than You Need in Taxes?

The Tax Cut and Jobs Act of 2017, which became effective for tax years starting in 2018, significantly impacted many taxpayers. The change impacting the most taxpayers was the enhanced standard deduction and loss of many itemized deductions. Tax forms were also presented differently making it difficult for taxpayers who reviewed their returns in detail to compare year-to-year. While there were many changes, there are still some important tax savings strategies that may help you pay less in taxes. Which ones apply to your situation?  Ask yourself the following questions…

Read More »

We Welcome Connolly Crowley with Lots of Love!

We are excited to announce Connolly Elizabeth Crowley, daughter of Charles and Erin Crowley, was born on June 21, 2019! Weighing in at 7lbs.,15oz., Connolly makes Charles and Erin the parents of two beautiful children; Connolly is Charles and Erin’s second child…

Read More »

Yearly Archive

Author Archive