Atlanta Financial is Proud to Now be a Part of Mercer Advisors!
Did you know that Georgia offers businesses a tax break for investing in your employees? If you are a business owner, under the Georgia Retraining Tax Credit program, your business can receive a tax credit of 50 percent of your direct training expenses, with up to $500 credit per full-time employee, per training program, with an annual maximum of $1,250 per employee.
Atlanta, GA, December 10, 2020 – We are pleased to announce Five Star award winners Julianne F. Andrews, MBA, CFP®, AIF® and Cathy C. Miller, MBA, CFP®, CRPS®, CDFA®’s appearance in a Women in Wealth special section in the December 2020 issue of Fortune magazine. The “Women in Wealth” supplement highlights Atlanta area women who “stand out” in their industry.
Atlanta, GA, December 3, 2020 – Atlanta Financial partners Julianne F. Andrews, MBA, CFP®, AIF® and Cathy C. Miller, MBA, CFP®, CRPS®, CDFA® have earned the Women’s Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.
The Election is finally over (at least mostly), and we are busy analyzing the outcomes of the Presidential and Congressional races and the possible impact on policy, the economy, the markets and your finances. Rest assured we are gathering the latest thoughts of economists, strategists and money managers, and evaluating whether any changes might be required in our planning work with clients or our management of your portfolio. In the meantime, we thought you might find the following Q&A about the election results interesting and informative.
Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. This can be a useful option for those who may have recently changed medication, underutilized their current coverage or found they could use additional benefits.
During times of market turmoil and economic uncertainty, its tempting to focus exclusively on risk – risk to your portfolio, your income and your plans for the future. And making sure your portfolio is aligned with your appetite for risk and with your time horizon for investing is critical. But focusing exclusively on the risk of losing money can lead investors to overlook the opportunities market declines may bring. Baron Rothschild, an 18th-century British nobleman and member of the renowned Rothschild banking family, is famously credited with saying that “the time to buy is when there’s blood in the streets.” He took his own advice and made a fortune in the panic that followed the Battle of Waterloo against Napoleon.
Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the states of Alabama, California, Florida, Georgia, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Atlanta Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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