Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Highlights – Summer 2023
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The New Economy of Amateur Athletics
By Kollin Allard | kallard@atlaspwm.com
You have a NIL deal. What now? First off, well done! The hard work is paying off, literally. Where do you go from here?
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SECURE Act 2.0 – What You Should Know for Now and Later
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.
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Charitable Giving Strategies and Your Legacy
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.
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A Rational Approach to Behavioral Finance Biases
By Kollin F. Allard, CRPC® | kallard@atlaspwm.com
Investing may be financial in nature, but emotions can quickly become tied to the account balances that are reported on our statements.
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Estate Planning and Charitable Giving Webinar
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.
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Atlas Highlights – Fall 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.
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QUICK MEDICARE Q&A – The Annual Medicare Enrollment Window is coming! A few things you should know…
By Robert Palmer | rpalmer@atlaspwm.com
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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Correction or Bear Market?
By John C. Ogle | jcogle@atlaspwm.com
We are being asked by some clients if we’re in a correction in 2022, or if it’s a bear market.
Atlas Private Wealth Management will be with you every step of the way as you navigate the world of retirement. This is a new phase of life for you and we are here to simplify it.
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