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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

Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Thanks, Mom!

When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.

Infographic: Women Are Financially Savvy

Women are financially savvy. Yet, there are still unique challenges working against women in retirement.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

The 12 Steps to Living Confidently: Savings and Cash Flow

Why is Cash Flow so important to understand?

The 12 Steps to Living Confidently: Define Your Life Goals

It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Finding the Balance

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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