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Retirement planning

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Retirement, Roth IRA

The Pros and Cons of Roth Conversions in Retirement

Explore the benefits and drawbacks of Roth conversions in retirement to see if this strategy aligns with your...
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Retirement, Tax Planning

Smart IRA  Strategies for Retirees with Successful Children

Learn IRA strategies for retirees with high-earning children to minimize taxes and maximize legacy.
Investing, Retirement

The Three Pillars Of Successful Investing

Discover three pillars for investing success: Faith in the Future, Patience in the Presence, and Discipline in Decisions to navigate

Investment management

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Investing

Timing Isn’t Everything

The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined,...
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Investing

The Biggest Allocation Opportunity in 35 Years

Discover the biggest relative asset allocation opportunity in over 35 years with insights on strategic investing, portfolio diversification, and maximizing
Investing, Retirement

The Three Pillars Of Successful Investing

Discover three pillars for investing success: Faith in the Future, Patience in the Presence, and Discipline in Decisions to navigate

Tax advisory

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Tax Planning

My Income In Retirement: Is that Taxable?

Guide to retirement taxes: Understand how income sources are taxed for informed planning....
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Retirement, Tax Planning

Smart IRA  Strategies for Retirees with Successful Children

Learn IRA strategies for retirees with high-earning children to minimize taxes and maximize legacy.
Tax Planning

Managing Quarterly Tax Payments in Retirement: Key Points to Consider

Once you retire, the company isn't taking money out of your paycheck to pay taxes. It's up to you now.

Latest articles

Client Journey Profile

Client Journey: Finding Your Path Again

Widowed unexpectedly at 64, Atlas client Andrea Gray regained her love for travel. Find out how she leaves...
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Retirement, Tax Overview

7 Principles to Help You Plan for Retirement Like a Pro: Principle #6: Pay Fewer Taxes and Keep More of Your Money

The more taxes you pay, the less money you’ll have for your retirement journey. Take advantage of these...
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Investing

Getting What You Don’t Pay For

Getting What You Don’t Pay For...
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Investing, Retirement

7 Principles to Help You Plan for Retirement Like a Pro: Principle #5: 3 Steps to Help You Invest Wisely for Retirement

Investing for retirement is a long, sometimes stressful process, but an evidence-based approach can help you make it...
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Series Investment Insights, Uncategorized

Evolution of Financial Research: The Profitability Premium

Breakthroughs in the field of financial economics....
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Retirement

7 Principles to Help You Plan for Retirement Like a Pro: Principle #4: Don’t Let Retirement Health Care Costs Be a Roadblock

Retirement health care costs don’t have to stand in the path of your retirement journey. Start planning now...
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