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Atlantic Wealth Consultants, LLC - Peter Miralles Investment management planning Atlanta

Financial Advisor, Fee-Based Financial Planning, Wealth Management, Investment Advice, Atlanta, Georgia

http://www.atlantawealthconsultants.com/

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Atlantic Wealth Consultants, LLC - Peter Miralles Investment management planning Atlanta | atlantawealthconsultants.com Reviews
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Financial Advisor, Fee-Based Financial Planning, Wealth Management, Investment Advice, Atlanta, Georgia
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Atlantic Wealth Consultants, LLC - Peter Miralles Investment management planning Atlanta | atlantawealthconsultants.com Reviews

https://atlantawealthconsultants.com

Financial Advisor, Fee-Based Financial Planning, Wealth Management, Investment Advice, Atlanta, Georgia

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atlantawealthconsultants.com atlantawealthconsultants.com
1

life insurance | life events

http://atlantawealthconsultants.com/is-it-time-for-life-insurance

ABC’s of Investor Protection. Is it Time for Life Insurance? Important life events may call for it. Provided by Peter Miralles, CFP CIMA CLU. Many younger Americans lack life insurance. A 2014 report from insurance industry analyst LIMRA found that only a third of Gen Y Americans have any life insurance coverage. In the same survey of 6,000 respondents, six in 10 Gen X and Gen Y Americans said their households would be hard pressed to make ends meet if their primary breadwinner passed away. If you would ...

2

How Can Women Save More for Retirement

http://atlantawealthconsultants.com/how-can-women-save-more-for-retirement

ABC’s of Investor Protection. How Can Women Save More for Retirement? Suggestions to accelerate and maintain the pace of the effort. Provided by Peter Miralles, CFP CIMA CLU. Numerous articles have mentioned the obstacles women can face as they save for retirement. Turning from the negative, here are some positive factors that may help women save more. Here are seven words you will rarely (if ever) hear from a financial professional: You are saving too much for retirement. Most people save too little...

3

Active Investment Management - Atlanta Wealth Consultants, LLC

http://atlantawealthconsultants.com/client-info/active-investment-management

ABC’s of Investor Protection. Active Investment Management Process. A top-down approach to Investing. Atlanta Wealth Consultants follows an active strategy which follows a growth-oriented investment management process. The process seeks to identify fundamentally strong markets, sectors and companies using a top-down approach to capitalize on intermediate and long-term market momentum. Our strategies may use some or all of asset classes listed below. Domestic Stocks and ETF’s. Foreign Stock Market Risk.

4

ABC's of Investor Protection - Atlanta Wealth Consultants, LLC

http://atlantawealthconsultants.com/resources/abcs-of-investor-protection

ABC’s of Investor Protection. ABC’s of Investor Protection. What is a custodian? Know your custodian. Custodians hold your assets, process trades and provide independent statements. Large custodians are Charles Schwab, Fidelity, Pershing and TD Ameritrade. Many stockbrokers are their own custodians like Morgan Stanley. Separately, Certified Financial Planners and Registered Investment Advisors are not. Has been a strong proponent of transparency and investor protection. The CFP is an internationally reco...

5

Medicare Basics | Medicare breakdown

http://atlantawealthconsultants.com/the-a-b-c-d-medicare

ABC’s of Investor Protection. The A, B, C & D of Medicare. Breaking down the basics and what each part covers. Provided by Peter Miralles, CFP CIMA CLU. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare what they cover, and where they come from. Parts A and B: Original Medicare. America created a national health insurance program for seniors in 1965 with two components. Part A is. And helps pick up some of the tab for outpatient care, physician serv...

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Atlantic Wealth Consultants, LLC - Peter Miralles Investment management planning Atlanta

ABC’s of Investor Protection. Could You Create Your Own Pension Plan? SBOs are taking a new look at old-school defined benefit plans. Provided by Peter Miralles, CFP CIMA CLU Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable small businesses are giving them a second look. Why are small business owners deciding to adopt old-school, employer-funded retirement plans? Could Education Debt Shrink Your Social Security Income?

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