As we drift into cooler weather we have a few exciting announcements for you!
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.
By Susan Dellaghelfa
I’m writing to let you all know that I will be retiring from Atlas this summer.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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.
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