Tag: Retire-ReadyFIT™

5 Steps You Can Take to Build a Great Estate Plan

When I begin working with a new client it is not uncommon to learn that they have an outdated estate plan.  Some people think not much has changed since they last did their plan, while others have different reasons as to why they have not updated their plan. And some tell me they think that estate planning is only for the super-wealthy.

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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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As the Coronavirus Continues, Avoid These 5 Retirement Mistakes

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus has brought about some financial uncertainty regarding your readiness for retirement. Before making any sudden changes, it’s important to remain rational and avoid these five big retirement mistakes.

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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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