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When I begin working with a new client it is not uncommon to learn that they have an outdated estate plan.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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Why People Who Spend Money on Experiences are Happier

When we spend money on ourselves and the people we care about, we’re likely doing more than simply buying things. On a deeper level, our ultimate goal is to create feelings of happiness, satisfaction and well-being. 1

But are we actually spending our money in the best ways to achieve those results? Many of us spend in ways that do little to help us get what we truly want. Researchers say that there is a relationship between how we spend money and happiness, so the good news is that we have the opportunity to shift our spending patterns to help increase our happiness and help us create more meaningful lives. So, where do we begin?

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Within 10 Years of Retirement? Here’s How to Protect Your Financial Plan

Are you an investor who was planning to retire in the next ten years? Do the current market conditions make you fearful for your future? The recent decline in domestic and global markets has been undeniably rough for investors, especially those nearing retirement. Our 11-year bull market run came to an end in March when all major domestic indices dropped dramatically in one of the swiftest declines into a bear market we have seen.  Although the markets have since recovered from those bottoms very significantly, uncertainty abounds due to the ongoing global pandemic.  It is only natural to be concerned about how to approach retirement against a background of such uncertainty and volatility.

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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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