Tag: 2018

Atlanta Financial and Biggers Blackmon Join Forces

We are thrilled to announce that Biggers Blackmon, LLC, a wealth management firm formerly with offices in Eufaula, AL, and Atlanta, GA, will be joining our operations. The principals of the two firms came to know each other through a mutual association with Commonwealth Financial Services and enjoy a similar approach towards operations and customer satisfaction. Combined, we will unite more than 50 years of financial advisory services.

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Ten Year-End Tax Tips for 2018

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
1. Set aside time to plan
Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a real opportunity for tax savings if you’ll be paying taxes at a lower rate in one year than in the other. However, the window for most tax-saving moves closes on December 31, so don’t procrastinate.

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Quiz: Financial Facts That Might Surprise You

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.

Questions: The first organized stock market in New York was founded on Wall Street under what kind of tree?
Maple
Linden
Buttonwood
Elm

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Mid-Year Planning: Tax Changes to Factor In

The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation are permanent, others (including most of the tax cuts that apply to individuals) expire at the end of 2025. Here are some of the significant changes you should factor in to any mid-year tax planning. You should also consider reviewing your situation with a tax professional.

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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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