By Robert Palmer, CFP® | rpalmer@atlaspwm.com and Sara Casale | scasale@atlaspwm.com
A health savings account (HSA) is a tax-exempt vehicle that can be used to pay or reimburse certain medical expenses. An HSA can be especially helpful to offset medical costs in retirement, which is usually a retiree’s largest expense.
By John C. Ogle | jcogle@atlaspwm.com
As we all are aware, interest rates are at historic lows. In fact, rates have been coming down rather consistently for the last thirty-five years. In the mid-1980’s, one could invest in a 30-year U.S. Treasury bond and receive a rate of over 14% for the next three decades.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
By J. Christopher Aiello | caiello@atlaspwm.com
There are many different types of trusts. There are almost certainly a few trusts that could benefit you (which ones depend on your personal goals and life circumstances). To identify and then implement an appropriate trust, a basic understanding is necessary.
By John C. Ogle | jcogle@atlaspwm.com
A hope for a better future for ourselves and family. Our retirement. Our financial security. Our investments. Economic and political uncertainty. Headlines. Twitter. CNBC. Market volatility.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
In movies, novels, and even in real life, there are those who dedicate their life’s work to searching and discovering. Whether the search is for sunken treasure, the fountain of youth, a spiritual vortex, a cure for cancer, or the Holy Grail, there must be a calculated plan in place—a map to help guide you to your destination.
By John C. Ogle | jcogle@atlaspwm.com
As we work our way into 2019, the U.S. economy appears to be making the transition from the middle stage to the late stage of the economic cycle. With several geo-political issues in the forefront of the news, we expect to see the growth rates of economic activity decelerate both in the U.S. and across the globe.
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