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

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Once in a while, a year comes along that reinforces the principles of successful long-term, goal-focused investing. 2020 was...

In most cases, Medicare eligibility is straightforward. But there are some situations where a client may not have...