Monthly Archive

2018

Welcome to our Archives page. On this page you will find a total of 14 of our articles broken down into Months and Years.
Atlantic Capital Management
William C. Newell
0

Retirement blues: Taking it too easy can be hard on you

It might seem like retirement is a time to take it easy and devote yourself to gardening, golfing, and napping. But don't take it too easy, say Harvard experts. For optimal well-being, you need to sta... read more..

Atlantic Capital Management
William C. Newell
60

Should Couples Combine Their Finances?

To consolidate or not: that is the question. Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household... read more..

Atlantic Capital Management
Chris Tobey
88

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and i... read more..

Atlantic Capital Management
William C. Newell
96

The Case for Women Working Past 65

Why striving to stay in the workforce a little longer may make financial sense. The median retirement age for an American woman is 62. The Federal Reserve says so in its most recent Survey of Househ... read more..

Atlantic Capital Management
Chris Tobey
126

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man. What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than th... read more..

Atlantic Capital Management
William C. Newell
162

Facts About Refinancing

Even with interest rates rising, you may want to explore the possibilities. In the first quarter of 2018, the refinance share of home loan applications in the U.S. fell to 40%, the lowest in ten year... read more..

Atlantic Capital Management
Chris Tobey
176

Avoid These Life Insurance Missteps

Shop wisely when you look for coverage. Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-t... read more..

Atlantic Capital Management
William C. Newell
256

Good Reasons to Retire Later

Working longer might work out well for you. Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing m... read more..

Atlantic Capital Management
Chris Tobey
268

Wise Money Moves Young Women Can Make

Want a better financial future for yourself? Act now. As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, savi... read more..

Atlantic Capital Management
William C. Newell
319

The Value of a Stop-Loss Strategy

Why you may want to have one in place in any market climate. What is a stop-loss strategy, and how can it potentially aid an investor? Savvy investors use stop-loss orders as a kind of “insurance” a... read more..

Atlantic Capital Management
Chris Tobey
475

Bad Money Habits to Break in 2018

Behaviors worth changing for the New Year. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb ... read more..

Atlantic Capital Management
William C. Newell
471

The Major Retirement Planning Mistakes

Why are they made again and again?                       Much has been written about the clas... read more..

Atlantic Capital Management
Chris Tobey
481

Should We Reconsider What "Retirement" Means?

The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a churc... read more..

Atlantic Capital Management
William C. Newell
604

Talking to Your Heirs about Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth.... read more..

Results 1 - 14 of 14

Our Blog

2018

(14 articles)

2017

(24 articles)

2016

(24 articles)

2015

(15 articles)

2014

(18 articles)

2013

(12 articles)

2012

(3 articles)