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ATS Accounting & Tax Services

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ATS Accounting & Tax Services

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Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

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Medicare Advantage 101

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Overview of Medicare Advantage, what’s in them, special rules, and more.

Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

 

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

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.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

The Five Basics of Financial Literacy

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Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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