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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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  1. 4 Simple Steps to Start Building a Financial Plan

    By Robert Palmer | rpalmer@atlaspwm.com

    These first steps are just the foundation of the financial planning process. There are many intricate layers to financial planning such as tax planning implications, investment strategies, life insurance considerations, estate planning and more.

  2. Understanding Roth Conversions Webinar

    On August 18th, 2020, clients and community members had the opportunity to watch our live “Understanding Roth Conversions Webinar.” Recent legislation has significantly changed the landscape of retirement planning. Learn about the potential benefits and impacts to consider from these new provisions in the recording of this webinar, now available for on-demand viewing.

  3. How the landscape of IRAs has changed prior to and during coronavirus… Atlas’ Director of Financial Planning, weighs in…

    By Robert Palmer | rpalmer@atlaspwm.com

    As planners, we often navigate with our clients the various outcomes that can arise when making Roth contributions and Roth conversions.

  4. Four Ways the CARES Act May Provide You Financial Relief… Robert Palmer, Director of Financial Planning, weighs in

    By Robert Palmer | rpalmer@atlaspwm.com

  5. In a Time of Rising Healthcare Costs, Are You Getting the Most out of your HSA?

    By Robert Palmer, CFP® | rpalmer@atlaspwm.com and Sara Casale | scasale@atlaspwm.com

    A health savings account (HSA) is a tax-exempt vehicle that can be used to pay or reimburse certain medical expenses. An HSA can be especially helpful to offset medical costs in retirement, which is usually a retiree’s largest expense.

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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