Tag: Cathy Miller

Social Security Issues For Women

Many women suffer financial hardship when a marriage ends due to death or divorce. Understanding what Social Security benefits you are entitled to can help bridge at least a portion of that financial gap.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

WATCH AFA TV