About the Author

Kyle Walters, CFP ®, CPWA ®, CIMA ®

Kyle is the founder of Atlas Wealth Advisors and L&H CPAs and Advisors, which specialize in helping entrepreneurs, physicians, executives, and retirees simplify their financial lives.

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More from Kyle

After a volatile year in the stock market, we're left with positive performance, a lot of news, and...
This interactive chart gives us a 100-year history of stock market recessions. Can it be used for insight...
What is a yield curve, and why are stock investors interested in its shape?...
In most cases, Medicare eligibility is straightforward. But there are some situations where a client may not have...
Determining when a client must enroll in Medicare can be complicated. To help make this easier, we have...
The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined,...