Tag: Cathy Miller

Does Your Business Qualify for the GA Retraining Tax Credit?

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.

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Julianne Andrews and Cathy Miller are Proud to be Named in Fortune’s “Women in Wealth” Section

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.

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Wondering What the 2020 Elections Might Mean for You?

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.

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Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For Me?

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.

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Strategies to Grow Your Wealth During the Pandemic

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. 

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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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