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Customized investment strategies that accommodate your time horizon and risk tolerance combined with a level of personalized service that is unmatched in the industry.
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Are you part of the 26% of Americans who are prepared for retirement? If you aren’t – or you aren’t sure – it’s time to find out.
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Retiring FITT is our comprehensive road map, navigating 25 different aspects of retirement planning, designed for those within a few years of retirement.
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Planning for every stage of your business, including risk management, distributions and succession planning, so your most significant asset will support you and your family.
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Making the tax planning process as painless and profitable as possible while keeping your unique circumstances and evolving tax changes in mind.
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Take control of how your hard-earned assets are distributed with comprehensive estate planning, ensuring that your wishes are honored during your life and after your death.
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Risks that aren’t managed can derail your careful planning. Taking a prudent approach to managing these risks to help you stay the course.
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Corporate retirement plans that balance the aims of all your business stakeholders while providing the fiduciary oversight and guidance today’s 401(k) plans require.
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Milestone events, such as marriage, children, divorce, disability or death, often occur without warning. Find new ways to continue preparing for your financial future and building your legacy with confidence.
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With your success comes wealth building opportunities. Are you taking full advantage of your company’s executive benefit programs and implementing sophisticated planning, investment and tax strategies?
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Protect your family and your company by structuring a financial plan that flexes to accommodate both anticipated and unforeseen changes in your business.
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Caring for your finances with the same care you deliver to your patients means planning for the unique challenges that healthcare’s highly-regulated, unpredictable nature presents.
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Often your largest asset, your dental practice is the cornerstone of a financial plan that supports your personal and professional goals now and in the future.
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Nothing seems certain in the throes of a divorce but you can begin to take control of your financial future by leveraging our 16-step process designed for women dealing with divorce.
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For more than 25 years, we’ve been “Making Life’s Journey Richer” for clients like you by building wealth management plans that turn dreams into reality.
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“Making Life’s Journey Richer” is our aim for our team as well as our clients. Join our state-of-the-art, independent wealth management firm on our well-established path to success.
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We’re conveniently located in the heart of the Atlanta Metro area’s Palisades Office Park with easy access to I-285 and 400.
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“Taking time to live life will only inspire your work.” In order for our team to enjoy time with their loved ones, our offices will be closed for certain holidays throughout the year.
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The financial world is incredibly complex. Our webinars are designed to educate you about some of the factors we, and expert financial analysts, are watching.
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Read more about Atlanta Financial in the news and through our monthly newsletter. News releases, media coverage and articles are all available in our newsroom for your perusal.
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From building wealth to retirement planning to tax strategies to the financial impact of divorce and more, our blog offers a glimpse into the minds of our wealth managers.
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Tune in to Atlanta Financial TV, the channel to learn more about our approach to comprehensive wealth management through a variety of videos.
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We regularly host events to educate, inform and celebrate our clients. Often, we ask that you BYOF – Bring Your Own Friend. When will we see you next?
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Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence than today’s workers (perhaps because “retirement” is less of an abstract concept to those actually living it).
Now that it’s fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In 2018, the maximum employee contribution to a 401(k) or 403(b) plan is $18,500 ($24,500 for those age 50 and older), and employers often match contributions up to a set percentage of salary.
Planning for retirement at any age is always complicated, but when a couple or individual wants to retire at 55, goal attainment can be even more difficult. Careful management and allocation of resources, paired with inventive income-boosting and tax reduction strategies, are the keys to a successful early retirement.
No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started.
Are you a “Baby Boomer” – a member of the demographic group born post-World War II between 1946 and 1964? This group of Americans has had a profound impact on U.S. society at every stage of life. That impact has been in part due to the sheer size of this group, which peaked at nearly 79 million (including immigrants) in 1999, according to the U.S. Census Bureau. It is also due to Boomers challenging many aspects of traditional society and values.
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to prepare your tax return for you.
Atlanta Financial Associates, Inc.
5901-B Peachtree-Dunwoody Rd., Suite 275
Atlanta, GA 30328
Phone: 770.261.5380 | Fax: 770.261.5381
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Advisory services offered by Atlanta Financial Associates, Inc.
