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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 Profile: When Your Plans Change

Atlas Clients TV & Lou Ann began retirement when an unexpected event changed their plans. This is a...
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The Road Beyond

The Road Beyond: Addressing Cash Flow

Understanding your cash flow: Knowing where your money needs to go and where is it coming from is...
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The Road Beyond

The Road Beyond: What to Do First When Grief is Fresh

What to Do First When Grief is Fresh: Finding the motivation to take control of your affairs...
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Investing

The Dow at 20,000 and What That Means for You

With the Dow set to hit 20,000, a lot of people are paying attention to what all time...
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Investing, Series Investment Insights

Your Wealth Journey Investment Insights – Diversifying for a Smoother Ride

Position yourself with a blanket of coverage for capturing market returns with a coherent, cost-effective strategy for managing...
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Uncategorized

10 Tax Moves to Make Before the End of the Year

10 Tax Moves to Make Before the End of the Year...
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