A will is a powerful tool for distributing assets, but most people don’t have one. Is your up to date?
ATLASWM.COM
Will Power
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
ATLASWM.COM
Rightsizing for Retirement
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
ATLASWM.COM
Insurance Needs Assessment: When You're Newly Married
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
ATLASWM.COM
Jane Bond: Decoding Diversification
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
ATLASWM.COM
Monthly Market Insights | September 2020
We would like to wish everyone a Safe & Happy Labor Day! Enjoy this beautiful day with your families and friends.🇺🇸️
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
ATLASWM.COM
Monthly Market Insights | October 2020
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
ATLASWM.COM
Healthy Body, Healthy Pocketbook
Buying a home may be your largest financial commitment. Which loan is best for your situation?
ATLASWM.COM
Fixed or Variable Mortgage, Which Should You Pick?
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
ATLASWM.COM
9 Facts About Social Security
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
ATLASWM.COM
Is a Variable Annuity Right for Me?
HAPPY HALLOWEEN from the Atlas Wealth Management team! Be safe and enjoy this beautiful day with your family and friends!
There are billions in unclaimed dollars in the US. Is some of that yours?
ATLASWM.COM
Surprise! You’ve Got Money!
We would like to say "THANK YOU" for your service, your sacrifice and for fighting to protect our freedom. Happy Veterans Day! 🇺🇲️🇺🇲️🇺🇲
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
ATLASWM.COM
Monthly Market Insights | November 2020
LPLRESEARCH.COM
2 Post-Election Charts You Need to See
Learn more about whether you need to pay estimated taxes.
ATLASWM.COM
You May Need to Make Estimated Tax Payments If…
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
ATLASWM.COM
TIPS for Inflation
We want to wish all of our clients, friends and family a blessed Thanksgiving! We are so thankful, and appreciate each and every one of you. Happy Thanksgiving from the Atlas Team 🍂🦃🍁
The truth is a little more complicated with these personal finance idioms.
ATLASWM.COM
The Latte Lie and Other Myths
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
ATLASWM.COM
Retiring the 4% Rule
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
ATLASWM.COM
Monthly Market Insights | December 2020
Could your portfolio benefit from a zero-coupon bond?
ATLASWM.COM
The ABCs of Zero Coupon Bonds
Many have heard they should avoid probate; do you understand what probate is and how it works?
ATLASWM.COM
Problems with Probate
What a crazy year this has been! We would like to wish you and your families a very Merry Christmas! Enjoy this holiday weekend with your loved ones and cheers to a Happy and Prosperous New Year!
Sincerely,
The Atlas Wealth Management Team
How much do you know about stocks?
ATLASWM.COM
How Stocks Work
2020 was one of the most challenging years for all of us. We are truly grateful for our friends, families & client's continued Trust & Support. May the New Year bring Joy, Peace and Happiness to you & your entire family!
Happy New Year to all from the Atlas Team!
Steve, Chrissy, Patrick & Anthony
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
ATLASWM.COM
A Brief Guide To Condo Insurance
Over age 50? You may be able to catch-up on retirement.
ATLASWM.COM
Catch-Up Contributions
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
ATLASWM.COM
www.atlaswm.com
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
ATLASWM.COM
Social Security Benefits: How Much Will I Receive
College, kids and costs.
ATLASWM.COM
Getting a Head Start on College Savings
How much is enough for your emergency fund?
ATLASWM.COM
Your Emergency Fund: How Much Is Enough?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
ATLASWM.COM
Monthly Market Insights | February 2021
Lifestyle inflation can be the enemy of wealth building.
ATLASWM.COM
Keeping Up with the Joneses
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
ATLASWM.COM
Do You Owe The AMT?
Happy Valentine's Day from all of us at Atlas! ❤️
When the rules of the game change, tactics should follow in response to the new landscape.
ATLASWM.COM
Revising Estate Strategy Assumptions
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
ATLASWM.COM
Changing Unhealthy Behaviors
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ATLASWM.COM
Monthly Market Insights | March 2021
We would like to say "CONGRATULATIONS" to Anthony Lodovico on your 1 Year Anniversary with Atlas Wealth Management!! It has been an amazing year and we are so proud of you achieving this milestone. Such a huge accomplishment and we are lucky to have you on our team. Cheers to many more years of memories and continued success!!
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
ATLASWM.COM
“Dirty Dozen” Tax Scams to Watch For
Today marks 4 1/2 years since Atlas Wealth Management opened it's doors!! We wanted to just take a moment and say "Thank You" to all of our Clients, Friends and Family for your Tremendous Support and Trust. We truly could not have made it this far without you!
Sincerely,
Steve, Christina, Patrick & Anthony
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
ATLASWM.COM
Life and Death of a Twenty Dollar Bill
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
ATLASWM.COM
What Do Your Taxes Pay For?
Happy St. Patrick's Day from all of us at Atlas! 🍀
