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    4 Simple Steps to Start Building a Financial Plan

    By Robert Palmer |

    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.

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  1. 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.

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

    By Robert Palmer |

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

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

    By Robert Palmer |

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

    By Robert Palmer, CFP® | and Sara Casale |

    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.

Atlas Private Wealth Management will be with you every step of the way as you are building wealth and securing your financial future.

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