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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

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ATS Accounting & Tax Services

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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

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Helpful Content

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

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

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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.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Are Alternative Investments Right for You?

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

To Buy or Not to Buy

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

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