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Happy Holidays From Atlas Wealth Strategies! 2016/2017 Five Star Award Winner Positioned In Strength Caring For An Aging Parent

Recession Watch Dashboard


With the transfer of leadership in America, the state of the economy is on many people's minds.  LPL Research provides a comprehensive view of the odds of a recession starting within the next year. Utilizing proprietary analysis they are able to keep pulse of our position in the economic cycle. Read more...Recession Watch Dashboard

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.

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Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

U.S. Personal Savings Rate

What can be learned from the savings rate?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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