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    Atlas Highlights – Fall 2021

    As we drift into cooler weather we have a few exciting announcements for you!

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  1. 2021 RMDs – A Reminder You Must Take It…

    As part of our process, Atlas advisors review and assist clients with the management of RMDs.  We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.

  2. Planning on Call: A Discussion with Eric LaChance, Risk Check Up – Are You Sure You’re Insured?

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  3. A Letter From Susan

    By Susan Dellaghelfa

    I’m writing to let you all know that I will be retiring from Atlas this summer.

  4. Planning on Call: A Discussion with Dr. Fernando Peña, Crossing the Atlantic & Building a Practice

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  5. Planning on Call: Humanizing Healthcare & Understanding Chronic Illness with Eva Minkoff

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  6. Does the 2021 Tax Filing Extension Apply to You?

    By Brendan Walsh | bwalsh@atlaspwm.com

    As we approach the traditional April 15 tax filing deadline, you may be aware that the IRS recently announced an extension of time to file a 2020 individual tax return until May 17, 2021.

  7. Atlas Highlights – Spring 2021

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

  8. Q1 2021 – Bonds Down, Stocks Up. But That’s Not the Whole Story.

    By John C. Ogle | jcogle@atlaspwm.com

    We at Atlas have learned some valuable lessons in the last year, re-learned others, and feel encouraged about the future.

  9. College Planning

    By Barnaby D. Bullard, CFP® | bbullard@atlaspwm.com

    Gone are the days where you can simply send your child off to any college or university to allow them time to “figure out” what it is they hope to do with the majority of their productive years in life, largely because the exorbitant cost of an undergraduate degree is such a high burden for most families.

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.

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