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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Tips on insuring your teen driver.
What can be learned from the savings rate?
A change in your mindset during retirement may drive changes to your portfolio.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
Making the most of surprises is a great reason to work with us.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.