Coming up on my two-year anniversary since my move down the east coast, I reflect on my own journey of moving from Upstate New York to the vibrant shores of South Florida.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
As 2022 came to a close, Congress passed revisions to the retirement rules previously known as the SECURE (Setting Every Community Up for Retirement Education) Act. There are several provisions that have been revised and they have been rolled out under the name of SECURE Act 2.0.
This presentation was brought to you in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.
Chris Aiello, Director of Trust and Estate Planning at Atlas, recorded a recap of key points that he discussed at the Atlas Open House on October 19, 2022.
Fall has arrived! As we look forward to the upcoming holidays, we reflect on what Atlas team members have been doing in recent months.
Age 65… often times reaching this milestone gives you more access to discounted theatre tickets or special offerings. Perhaps, the freedom to travel a bit more and time to enjoy hobbies or new activities. Years of work and various sacrifices… and here you are stepping into an exciting chapter: In all likelihood, you are eligible for Medicare.
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