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Retirement Planning and Social Security Claiming Strategy

One of the biggest questions on our client’s minds is “when can I retire?” followed by a second question, “do I have enough savings to retire?”.

Empowering Widow Clients - Round the Table Magazine

Empowering Widowed Clients

ROUND THE TABLE MAGAZINE (SEPT/OCT 2021) There will soon be 13 million widows in the U.S., with nearly 1 million added each year. We refer …

Bonds Part 5: Reinsurance Bonds

Reinsurance bonds also called Catastrophe bonds are a unique asset class, one whose performance has little relationship to the bond and stock market hence their unique value. Here we explain what reinsurance bonds are, how we can invest in them and what value they add to a diversified portfolio.

Atlas – Our Portfolio Development Process

Our process at Atlas is different from most firms in the video accompanying this blog we were asked some specific questions about our process.

All About Bonds Chapter 3: Municipals :

Municipal bonds are generally tax free as we mentioned in the first couple of parts to this series. There are taxable municipal bonds, but we will leave a discussion of those for another section.

A Woman’s Guide to Making the Most of Social Security

NY TIMES (JUNE 28, 2021) – Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 …

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