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    Planning on Call: A Discussion with Amy Thorson, Re-think Disability Insurance… A Conversation on Income Protection

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

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  1. Student Loan Education Series Part 3

    Timothy Hamilton CFP®, CIMA®, CSLP® | thamilton@atlaspwm.com

    This segment is relevant to anyone with in re-payment or planning for re-payment of their student loans, especially those that have large debt levels due to extensive postgraduate education. Listen in at your own leisure and learn potential strategies to support the next steps of your educational and career journey today.

  2. Inflation : Short-Term Blip or Here to Stay?

    By John C. Ogle | jcogle@atlaspwm.com

    According to the Department of Labor, here is sampling of some of the areas where prices have increased the most on a year-over-year basis as of October 2021 in major key categories…

  3. Atlas Highlights – Fall 2021

    As we drift into cooler weather we have a few exciting announcements for you!

  4. In Times of Uncertainty, Respect the Lessons of Time

    By John C. Ogle | jcogle@atlaspwm.com

    It certainly has been a challenging time, and we look to the future in anticipation of better times ahead for all of us.

  5. How Might Newly Proposed Tax Legislation Impact Your Legacy?

    By J. Christopher Aiello | caiello@atlaspwm.com

    While the gift and estate tax exemption is scheduled to drop to approximately one-half the current amount on January 1, 2026, there are tax proposals in play that could change the estate and gift tax laws much sooner.

  6. 2021 RMDs – A Reminder You Must Take It…

    As part of our process, Atlas advisors review and assist clients with the management of RMDs.  We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.

  7. The Fuel that Propels the Markets – Observations from Q2 Earnings Reports

    By John C. Ogle | jcogle@atlaspwm.com

    Looking ahead, the consensus estimate has earnings growing about 20% in both the 3rd and 4th quarters of this year. If true, this could serve to put a firm floor under current market levels and provide the launch pad for future advances. This does not however indicate that stock prices can be expected to increase by this factor in the coming months.

  8. Planning on Call: A Discussion with Eric LaChance, Risk Check Up – Are You Sure You’re Insured?

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  9. Atlas Highlights – Summer 2021

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

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