Understanding Today’s Financial Environment
Welcome, we’re Atlas Wealth Management, a financial organization in Frankfort, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Before opening an account, get a proposal that shows sample recommendations for your portfolio and what you could potentially accomplish with Guided Wealth Portfolios.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When to start? Should I continue to work? How can I maximize my benefit?
For homeowners who think their property taxes are too high, there are ways to appeal.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how to set up your financial goals for success? This knight does.