On December 5th, 2018, clients and community members had the opportunity to watch our live “Year-End 2018 Tax Planning Webinar.” New tax laws have gone into effect. Are you prepared for these changes? Learn more about your options in the recording of this webinar, now available for on-demand viewing.
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Year-End 2018 Tax Planning Webinar
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Estate Planning is for Everyone: What You Need to Know
By Justin Bogardus | jbogardus@atlaspwm.com
Advance planning will help you understand how your assets will be transferred and will help ensure your wishes are carried out. It may also assist your beneficiaries and heirs in avoiding unnecessary delays.
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Webinar: Navigating the College Admissions Process Without Jeopardizing Your Retirement
On October 30, 2018, we held a live webinar for clients and community members that discussed how to plan for college expenses without jeopardizing your retirement. The recording of this webinar is available now for on-demand viewing.
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The Responsible Millennial
By Kollin F. Allard, CRPC® | kallard@atlaspwm.com
The oldest millennials are turning 37 while the youngest millennials are now 22. What should young investors keep in mind as they begin their independent financial lives?
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Webinar: Choosing Your Retirement
On May 23rd, 2018, we held a live webinar for clients and community members which addressed some of today’s biggest retirement planning decisions. The recording of this webinar is available now for on-demand viewing.
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How Can Technology Help You Manage Your Money?
Today, there are countless ways technology can help you manage your money, create a better budget, and even save on the purchases you make every day. We believe that each of these can be an important component of a holistic financial plan.
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Retiring Soon
How Much Do You Know About Social Security Benefits?
Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your knowledge and learn more about your retirement benefits by answering the following questions. These are especially important facts to understand as you approach retirement.
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Helpful Links
Here you will find third party resources which are useful at any stage of your financial journey. Whether you are planning for college or navigating eldercare issues, these links are a great starting point. Have questions about the information shown? Contact your Atlas Private Wealth Management Advisor for more information.
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Saving for College AND Retirement
These days it’s not uncommon for parents to postpone starting a family until both spouses are settled in their marriage and careers. Though this strategy can be advantageous, it can also present a dilemma — the need to save for college and retirement at the same time. Facing this dilemma? Download our four page resource which can help you navigate this challenging scenario.
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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