The Smart Money Gal - Swan Financial Advisors I Atlanta, GA

the SMART MONEY GAL Blog

Keeping You Informed

The Smart Money Gal it was out of a need to connect on a more personal level with my clients, friends, and members of my community. In my role at Swan Financial, I meet people every day who do not know where to start when it comes to talking about money and how to best prepare for their financial future. It can be overwhelming and can often put people in a vulnerable state, which is not a comfortable place to be. I hope to change that. I want to make hard conversations easy, break the cycle of procrastination and help people focus on what they can control instead of dwelling on what they cannot.

Our mission at Swan Financial is to equip our clients with the education & tools necessary to make smart money decisions for themselves and their families. The Smart Money Gal consist is for those who are looking to have real conversations, tackle serious topics and are motivated to take the necessary steps to plan for the life they have always dreamed of. We want to help you live Empowered.

Happy reading- I look forward to connecting with you!

Jennifer Perri

CEO of Swan Financial

Jan

15 Looking Ahead: What to Consider for 2021

At the start of a new year, it often feels natural to go into planning mode and make sure your financial house is in order.

But, the ongoing pandemic and a changing political landscape may make uncertainty a common theme for 2021.

How can you plan ahead no matter what this year may bring? Here are a few evergreen strategies and relevant details to keep in mind.

And, as always, reach out to discuss your questions anytime.

Recession adjustments. Even though we may now see a light at the end of the tunnel, the economy will likely take some time to recover from the pandemic. During a recession, evaluating your financial goals and aligning your budget can help keep you on track for the future.

Pot...

02 Election 2020: Biden’s Policy Initiatives

Now that several major news groups have projected Joe Biden the winner of the presidential election-and Congress appears divided with Democrats in control of the House and Republicans the Senate- it's a good time to review what type of legislative support would be needed to pass certain proposals. The key item to remember is that any change will follow a process, which would allow some time to evaluate the economic impact. Let's take a closer look at four examples: Repealing the 2017 tax Cuts and Jobs Act. This type of legislation would need the approval of the House of Representatives and 51 Senate votes.1 Increasing capital gains taxes. Legislation of this nature also would need the app...