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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Earnings season can move markets. What is it and why is it important?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to understand how inflation is reported and how it can affect investments.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
Here are five facts about Social Security that might surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.