April 10, 2017

How separate (or intertwined) should your financial lives be?

Provided by Atlas Benefits

Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial decisions and detail...

September 11, 2016

The 2016 Presidential Election will happen right in the middle of the 2017 Medicare Annual Election Period and like every year where Medicare is concerned, those changes could effect your healthcare costs dramatically for 2017.

With all of the media dedicated to this ye...

July 19, 2016

How to help your family avoid scams and other fraud.

Provided by Roy Smith with Atlas Benefits

We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of people aged 60 and older – but many ma...

July 11, 2016

Some early financial behaviors that may promote a comfortable future.

Provided by Roy Smith at Atlas Benefits

You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort more productive, to improve your chances o...

May 23, 2016

These spending and investing precepts may encourage its longevity. 


Provided by Roy Smith @ Atlas Benefits



All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending...

May 1, 2016



Some simple steps may make a major financial difference over time.


Provided by Roy Smith


If you are younger than 35, saving for retirement may not feel like a priority. After all, retirement may be 30 years away; if your employer does not sponsor a retirement plan, t...

April 18, 2016


That development may mean lifestyle as well as financial adjustments.


Provided by Michelle McPhail


Your significant other may retire later than you do. Sometimes that reality reflects an age difference, other times one person wants to keep working for income or health...

March 28, 2016


Just how gloomy does its future look?


Provided by Roy Smith


Will Social Security run out of money in the 2030s? For years, Americans have been warned about that possibility. Those warnings, however, assume that no action will be taken to address Social Security’s fina...

March 12, 2016


How much might health care cost you someday?


Provided by Roy Smith – President @ Atlas Benefits


“Financially speaking, what would be the worst thing that could happen to you?” If you ask a hundred people in their forties that question, you may get a dozen different an...

March 3, 2016


Are your choices based on evidence or emotion?


Provided by Roy Smith with Atlas Benefits


Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is...

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Combining Your Finances When You Marry

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