Retirement Planning & Financial Strategies Blog

The Critical Questions Every Retiree Must Ask Their Financial Advisor in 2025

As we settle into the new year, many adults are making a resolution to finally get serious about their retirement planning. Whether you’re seeking professional guidance for the first time or looking for a second opinion after years with your

The 4% Rule: A Golden Standard or an Outdated Guide for Your Atlanta Retirement?

Exploring modern strategies beyond traditional retirement planning. For decades, the 4% rule has been a foundational guideline in retirement planning, offering a seemingly simple answer to a complex question: how much can you safely withdraw from your retirement savings each

Why Are People Calling? The Real Triggers Behind Retirement Planning

For many the dream of retirement often includes a specific age or timeline. However, as we talk to clients around the Atlanta metro area, we’re seeing a significant trend: more and more people are considering or finding themselves retiring earlier

Retire ATL: What If Your Financial Future Gets a Pink Slip? Navigating Unexpected Life Events

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to navigate. Here at Retire ATL, we understand that adult financial life rarely follows a straight

Beyond 59 and a Half: Strategic 401K Decisions

For many of our Atlanta clients, a significant question arises as they approach or reach age 59 and a half: “What happens with my 401K?” This milestone opens a new chapter for your retirement savings, removing the 10% early withdrawal

Beyond the Numbers: Crafting Your True Retirement Vision

For many approaching or already in their golden years, the road to retirement often begins with a single question: “How much money do I need?” While the numbers are undeniably important – as we often say, they are “the engine

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