Broker Check
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Tukwila Office

Office: 206-241-5033

tukwila@atstax.com

 

 

 

Maple Valley Office

Office: 425-432-5450

jonv@atstax.com

Accounting Services

ATS Accounting & Tax Services

Let us help take the confusion out of doing your books.

Income Tax Services

ATS Accounting & Tax Services

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

Financial Services

ATS Accounting & Tax Services

Let us provide you with the guidance that can help you understand and better define your financial goals.

Helpful Content

How Much Do I Need To Retire?

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Monthly Budget

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

How Income Taxes Work

A quick look at how federal income taxes work.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

View all articles arrow

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

View all videos arrow