Innovative Financial Group - Atlanta

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Innovative Financial Group - Atlanta Our intention is to help educate, organize and prepare our clients for the inevitable issues they wi

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
10/18/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
10/17/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Three important questions to consider before you start taking.
10/16/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/11/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
10/10/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
10/09/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
10/04/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
10/03/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

It’s possible to avoid these classic retirement traps, with a little preparation.
10/02/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Address

3520 Old Milton Parkway
Alpharetta, GA
30005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16783384400

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