Monthly Archive

2017

Welcome to our Archives page. On this page you will find a total of 24 of our articles broken down into Months and Years.
Is Your Company's Retirement Plan as Good as It Could Be?
Atlantic Capital Management
Chris Tobey
1380

Is Your Company's Retirement Plan as Good as It Could Be?

Many plans need refining. Others need to avoid conflicts with Department of Labor rules. At times, running your business takes every ounce of energy you have. Whether you have a human resources offic... read more..
Are There Blind Spots in Your Insurance Plan?
Atlantic Capital Management
William C. Newell
1501

Are There Blind Spots in Your Insurance Plan?

Deficient coverage may cost you someday. Many households and businesses are insufficiently insured. The problem is not necessarily the quality of coverage, but the breadth and depth of it. Your own b... read more..
Questions After the Equifax Data Breach
Atlantic Capital Management
Chris Tobey
1385

Questions After the Equifax Data Breach

Consumers may be at risk for many years. How long should you worry about identity theft in the wake of the Equifax hack? The correct answer might turn out to be “as long as you live.” If your persona... read more..
Financial Priorities Young Families Should Address
Atlantic Capital Management
William C. Newell
1482

Financial Priorities Young Families Should Address

Wise money moves for parents under 40.   As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but... read more..
Why You Should Stay Invested Through Tense Times
Atlantic Capital Management
Chris Tobey
1497

Why You Should Stay Invested Through Tense Times

Crises pass, and markets eventually regain equilibrium.   We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term persp... read more..
An Estate Plan or a Wealth Transfer Strategy?
Atlantic Capital Management
William C. Newell
1486

An Estate Plan or a Wealth Transfer Strategy?

Basic estate planning documents may not communicate your intentions.   There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary e... read more..
Talking to Your Kids About Your Wealth
Atlantic Capital Management
Chris Tobey
1541

Talking to Your Kids About Your Wealth

How can you convey its importance and its meaning? Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, at some point they ma... read more..
Will You Really Be Able to Work Longer?
Atlantic Capital Management
William C. Newell
1588

Will You Really Be Able to Work Longer?

You may assume you will. That assumption could be a retirement planning risk. How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes he or she can work past... read more..
Saving More Money, Now & Later
Atlantic Capital Management
William C. Newell
1637

Saving More Money, Now & Later

You could save today & tomorrow, often without that penny-pinching feeling. Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can... read more..
Why Retirees Need Good Credit Scores
Atlantic Capital Management
Chris Tobey
1829

Why Retirees Need Good Credit Scores

Careers & businesses end, but the need to borrow remains. We spend much of our adult lives working, borrowing, and buying. A good credit score is our ally along the way. It retains its importance... read more..
Beware of Emotions Affecting Your Money Decisions
Atlantic Capital Management
William C. Newell
1597

Beware of Emotions Affecting Your Money Decisions

Today’s impulsive moves could breed tomorrow’s regret When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we shoul... read more..
The Real Cost of College
Atlantic Capital Management
Chris Tobey
1642

The Real Cost of College

It may not be what you think. How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be cheaper than you ... read more..
How Will You Spend Your Retirement Savings?
Atlantic Capital Management
William C. Newell
1666

How Will You Spend Your Retirement Savings?

Keep an eye on where it goes, as some destinations may be better than others. You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, he... read more..
The Importance of Financial Literacy
Atlantic Capital Management
Chris Tobey
1728

The Importance of Financial Literacy

Too few Americans understand personal finance fundamentals. If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequ... read more..
What Are Your Odds of Being Audited?
Atlantic Capital Management
William C. Newell
1716

What Are Your Odds of Being Audited?

They are low, unless you show the I.R.S. some conspicuous “red flags” on your return. Fewer than 1% of Americans have their federal taxes audited. The percentage has declined recently due... read more..
Key Estate Planning Mistakes to Avoid
Atlantic Capital Management
Chris Tobey
1778

Key Estate Planning Mistakes to Avoid

Too many people make these common errors. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While i... read more..
The 60-Day IRA Rollover Rule
Atlantic Capital Management
William C. Newell
1660

The 60-Day IRA Rollover Rule

Will it apply to your retirement savings distribution? If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rol... read more..
When Someone Dies Without a Will
Atlantic Capital Management
Chris Tobey
1738

When Someone Dies Without a Will

Where do things proceed from that point? Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates. When n... read more..
Managing Money Well as a Couple
Atlantic Capital Management
William C. Newell
1708

Managing Money Well as a Couple

What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may chang... read more..
Active & Passive Investment Management
Atlantic Capital Management
Chris Tobey
1759

Active & Passive Investment Management

What do each of these terms really mean? Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. During a particula... read more..
Worried About What Might Happen to Bonds?
Atlantic Capital Management
William C. Newell
1726

Worried About What Might Happen to Bonds?

If you plan to hold yours to maturity, the fluctuation in their market values need not be worrisome. Are tough times ahead for the bond market? Some investors think so. U.S. monetary policy is tighte... read more..
The Cross-Purchase Buy-Sell Agreement
Atlantic Capital Management
Chris Tobey
1916

The Cross-Purchase Buy-Sell Agreement

A plan for sustaining the business you have built after your death. Business owners are builders. They spend their lives building firms to provide goods and services to their clients, and those firms... read more..
Could You Create Your Own Pension Plan?
Atlantic Capital Management
William C. Newell
1910

Could You Create Your Own Pension Plan?

SBOs are taking a new look at old-school defined benefit plans. Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable... read more..
Saving $1 Million for Retirement
Atlantic Capital Management
Chris Tobey
1815

Saving $1 Million for Retirement

How can you plan to do it? What kind of financial commitment will it take? How many of us will retire with $1 million or more in savings? More of us ought to – in fact, more of us may need to, ... read more..
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2013

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2012

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