We would like to welcome to the Atlas team Gary D. Lux Jr. As a Financial Services Professional, Gary works with individuals, families, business owners and businesses to implement diversified financial asset strategies, tax efficient distribution of those assets, and effect planning for legacy considerations while considering unplanned adversity. Looking forward to what he will accomplish with Atlas!
Check out our new website: www.atlasretirementstrategies.com
TUE, APR 28
Riding out Market Events
Market volatility is a major concern for our clients. Please join us for this webinar titled: Riding Out Market Events: Making Volatility Work For You.
Space is limited. RSVP here:
https://nylife.zoom.us/…/tJIocu-rpjgtHdHza2vh9J3uwkUFeoSJaz…
We share your concerns about the coronavirus, and we’re here to help answer questions, give guidance, and provide peace of mind—just like always.
The IRA primer you could be looking for.
KIPLINGER.COM
Traditional IRA Basics: 10 Things You Must Know | Kiplinger
If paying off debt is a new year's goal for you, here's what you could be looking for.
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How to Make Good on Your Resolution to Pay Off Debt in 2021 - NerdWallet
It could be time to make those small business dreams come true. Here's why.
FORBES.COM
Thinking About Buying A Franchise? What Are You Waiting For?
Thinking about retirement outside of the US? Check out your options in these countries.
FORBES.COM
An Affordable Retirement Awaits You, But Maybe Not In The U.S.
Here are different ways you can pay off your home mortgage early.
TIME.COM
4 Ways to Pay Off Your Mortgage Early and Save Money on Interest
Meet Gen Z. With different experiences, they see the world a little differently financially.
MARKETWATCH.COM
7 things you need to know about Generation Z
Start saving now — and other tips for building up that college nest egg.
FINANCE.YAHOO.COM
A Parents’ Guide To Saving for Education
What's happening with those annual tuition increases? Good news.
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How Colleges Are Adjusting Their 2021-2022 Tuition
Retirement age but not quite ready? Sometimes women find themselves caught in the middle.
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Women Caught In Between And Facing Uncertainty In Retirement
Nobody wants a tax surprise. So keep an eye out for these warning signs.
NERDWALLET.COM
4 Signs You’re About to Get a Tax Surprise - NerdWallet
Are you eligible for the recovery rebate credit?
KIPLINGER.COM
What's the Recovery Rebate Credit? | Kiplinger
It's good to get informed before you borrow from your retirement nest egg.
BUSINESSINSIDER.COM
Borrowing from your 401(k) plan can be a fast, advantageous way to meet serious financial needs — here's everything you need to know about 401(k) loans
These new savings trends are ones you'll want to explore.
NERDWALLET.COM
A Pandemic Shift in Finances: Simplifying and Saving - NerdWallet
A few different perspectives on how to make sure your loved ones keep all of the money you gift, or lend them, for a new home.
FORBES.COM
How To Give Adult Children Money For A Home, And Avoid Tax Problems
Tax audit? Don't panic, prepare! Here's how.
KIPLINGER.COM
How to Handle an IRS Audit of Your Tax Return | Kiplinger
What's old is new again - how to draw on nostalgia for your business.
FORBES.COM
7 Ways To Creatively Repurpose Old Ideas For Entrepreneurial Success
You may be surprised to learn why more American's aren't draining their retirement funds right now.
WSJ.COM
Americans Aren’t Draining Their Retirement Funds in the Pandemic
You can complete your taxes whenever you want but wait until this date to submit them.
KIPLINGER.COM
When Can You File Your Taxes This Year? (Hint: It's Very Soon) | Kiplinger
Plan, process, and projects are probably what you'd expect. But do you know the fourth "P" that can help you grow your company's team?
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Council Post: The 'Four P's': A Blueprint To Building And Scaling Any Team
Focus on what you can change with these savings tips.
MARKETWATCH.COM
Stressed about saving for retirement? Focus on your ‘bottom line’
Know the rules to make the most of your benefits.
FORBES.COM
Social Security Benefits: How To Boost Spousal Payment
There have been several changes to RMDs this year. Catch up on the latest here.
FORBES.COM
What You Need To Know About Required Minimum Distributions For IRAs In 2021
Thinking about a Roth IRA? Start here.
KIPLINGER.COM
Roth IRA Basics: 11 Things You Must Know | Kiplinger
Make this the year you fix all the holes in your retirement account.
FORBES.COM
Plug That Leak In Your 401(k)
Did you pay back a RMD in 2020? Here's how to report it in your taxes.
KIPLINGER.COM
Tax Tip: Reporting a 2020 RMD From an IRA That You Later Returned | Kiplinger
Preparing your taxes doesn't have to hurt your wallet.
NERDWALLET.COM
5 Ways to Trim Your Tax-Prep Costs This Year - NerdWallet
This investing primer can help with those future college bills.
FINANCE.YAHOO.COM
How Parents Should Invest Now to Pay for College Later
