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February Spotlight Event: Caring For An Aging Parent 2016/2017 Five Star Award Winner Caring For An Aging Parent Extended Care: A Patchwork of Possibilities

JANUARY 2017 IN REVIEW

MARKET INSIGHT MONTHLY - ECONOMIC DATA POINT TO IMPROVING GROWTH

In this summary, LPL Research states:   Two-thirds of economic reports received in January 2017, which mostly reflect economic activity from December 2016 and early January 2017, met or exceeded consensus expectations. Expectation levels continued to edge higher in January, extending a trend in place since the November 8, 2016 U.S. presidential election. Read more of Market Insight Monthly...

You are an expert at your own profession, but may not be sure which path to take with investments. Many people have uncertainty around where they should be financially and how best to set and achieve their goals. 

Most of our clients face family-related financial planning decisions. Do you have concerns like these?

  • Am I saving enough for my retirement?
  • How will we afford college for our kids?
  • What will my financial outlook be after my divorce?
  • I have an aging parent who has become ill. How will this affect my financial standing?
  • What questions should I be asking my mother’s attorney and accountant about her estate?
  • Life is so busy right now, what am I missing?

The Atlas Wealth Strategies team draws on our deep knowledge about investments when making recommendations. You can rely on us as a sounding board, your trusted advisors guiding you through the process.

At the end of the day, it’s your money. We want to help you make the most of it.

Client Centered

Without any conflicts of interest we put your needs first.

Learn more

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Required Reading: The Economic Report of the President

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Your Emergency Fund: How Much Is Enough?

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Three Key Questions to Answer Before Taking Social Security

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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You’ve made investments your whole life. Work with us to help make the most of them.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

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