Atlas Insights Blog

Oct 03

4 Tips for Performing a Financial Checkup with Your Aging Parents

Last time, we talked about those of us in the sandwich generation broaching the subject of personal finances with our aging parents. In the next few posts, we’ll delve into more practical steps.

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Sep 26

Helping Your Aging Parents – Get Organized

In part one of this series on the sandwich generation, we provided some tips on how to take care of yourself even when you are giving so much of your time and resources to your family. It’s easy to tune out a flight attendant when they announce,...

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Aug 29

3 Self-Care Tips for People in the Sandwich Generation

In years past, people taking care of both their children and their parents, often referred to as the sandwich generation, were typically in their 20s and 30s. As our life expectancies have increased, people in this stage of life are now faced...

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Aug 22

Back to School

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading...

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Aug 09

Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio...

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Aug 01

7 Principles to Help You Plan for Retirement Like a Pro: Principle #7: Spend and Invest Realistically

3 Retirement Spending Tips for the Road

Our principles thus far have been largely about preparing for your retirement journey, but this last one includes information about managing your money before and after retirement. By the time you’re...

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Jul 26

The Power of Markets

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and...

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Jul 24

Client Journey: Finding Your Path Again

Earlier this year, in celebration of her 70th birthday and her Granddaughter Marissa's 13th, Atlas Wealth Advisors client Andrea Gray journeyed to New York, Philadelphia and Washington DC. Her adventures haven't stopped there. Recently we talked...

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Jul 20

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

3 Steps to Minimizing Taxes on the Road to Retirement

Minimizing taxes is like planning an international vacation around currency fluctuations.  Europe is amazing, but if the Euro is stronger than the Pound, maybe you should plan to spend some...

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Jul 11

Getting What You Don’t Pay For

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

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