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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What’s the deal with your yearly free credit report?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Learn when it may not make sense to file a claim on your home insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A quick history of the Federal Reserve and overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Three things to consider before dipping into retirement savings to pay for college.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.