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.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Making the most of surprises is a great reason to work with us.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Apps that help small business owners better manage and grow their business.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
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 you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How do the markets usually react to elections? Was the 2016 election any different?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.