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85 Main Street 
Hopkinton, MA 01748
(508) 435-5990

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The Atlas Community Planning for the Future Transparency Outlook 2015

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 jgalego@theatlasapproach.com. We look forward to forming a lasting partnership with you.

 

Helpful Content

Tips to Prevent the #1 Cause of Marital Rift

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

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.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Earnings for All Seasons

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

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

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

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Tax Management Strategies

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

Managing Your Lifestyle

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

Retirement Plan Distributions

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Can a Million Dollars Buy You?

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

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

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