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    That Holy Grail Called Retirement

    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.

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  1. Embracing Change: Navigating the Financial Landscape of Moving to a New State

    Moving from Upstate New York to the vibrant shores of South Florida.

  2. 2023 Year End Tax Insights

    By Jolyn Sweet |

    Atlas Tax Director, Jolyn Sweet, provides some important tax information to consider as we approach year end.

  3. Atlas Highlights – Summer 2023

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

  4. The New Economy of Amateur Athletics

    By Kollin Allard |

    You have a NIL deal. What now? First off, well done! The hard work is paying off, literally. Where do you go from here?

  5. 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.

  6. 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.

  7. A Rational Approach to Behavioral Finance Biases

    By Kollin F. Allard, CRPC® |

    Investing may be financial in nature, but emotions can quickly become tied to the account balances that are reported on our statements.

  8. 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.

  9. 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.

Atlas Private Wealth Management will be with you every step of the way as you prepare for retirement and look toward your golden years.

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