Welcome to Atlas Wealth Strategies, a boutique financial services firm located in Hopkinton, Massachusetts. Atlas Wealth Strategies creates personalized wealth strategies for individuals and families throughout the greater Boston area and beyond. Atlas Wealth Strategies was founded by John Galego, a dedicated financial advocate and experienced financial planner. John Galego and his team at Atlas Wealth Strategies are dedicated to helping clients navigate and prosper throughout all of life's changes.
The only constant in life is change. Change can bring both opportunity as well as uncertainty. Whether you are going through a career transition, marriage, separation and divorce, retirement or widowhood, we can help empower you to take control of your financial future and guide you through your unique investment challenges, no matter how overwhelming your situation may seem.
Our professionals have years of experience in financial services. We can help you address today's needs and plan for many years to come. If you are going through a life transition and need help, please contact us at (508) 435-5990 or email us at email@example.com. We look forward to forming a lasting partnership with you.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
A few strategies that may help you prepare for the cost of higher education.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Tax preparation may be the perfect time to give the household budget a check-up.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
There are nearly 1,200 ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?