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

Should stock investors worry about changes in interest rates?...
The longer you can delay claiming Social Security, the more money you'll get. But how are you supposed...
What Is Fiduciary Advice?...
Your retirement income plan should be informed by your life expectancy, but no one knows exactly how long...
Every journey is defined by two things: where you begin and where you end. The journey to planning...