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Teaching grandchildren about money

Successful Financial Habits For College Graduates

Successful Financial Habits For College Graduates

Dee Kerr, CFP®, CDFA®

It’s that time of year again-- college graduation is upon us. There could be a lot of college graduates that find themselves making personal financial decisions on their own for the first time. This can seem overwhelming and a daunting task at the start.

Top 15 Money Management Tips

​January 2019 Chicago Fed National Activity Index

Economic growth slowed in January 2019 according to the latest data from the Chicago Fed National Activity Index (CFNAI).  This index of 85 components dipped to minus 0.43 from after hitting +0.05 in December 2018.  Since this indicator moves quite a bit each month, Atlas pay attention to the three-month moving average; it fell to 0.0 (a reading which indicates moderate growth) from 0

Where’s the Fulcrum?


Monetary policies executed by the Federal Open Market Committee (FOMC) are designed to fulfill our central bank’s dual mandate: full-employment and price stability.  What the heck do those terms mean? 


Can Someone Please Explain Annuities!?

There are a lot of things that go into finance. A lot of words that people don’t understand, a lot of concepts that people can’t quite grasp. Thankfully, we’re here to help! Let’s break down what an annuity is. 

First, we’ll go over some basic terms that you’ll need to understand. 


Key Words: 

Shocked By Your Tax Revaluation? You Can Appeal.

Property revaluation assessment is a very hot topic among homeowners in Mecklenburg County right now. Many of you have probably received notices about the residential, rental or commercial property you own. This has significant impact from a planning standpoint.

The New Tax Law and Charitable Contributions – Written by David Faulk, CPA

tax savings.jpg 

As we gear up for the upcoming tax season, we think it is appropriate to remind you of a couple tax planning suggestions that may provide you a tax benefit.  As a reminder, at the end of 2017, Congress passed the most comprehensive change to the country’s tax laws since 1986.  One of the key changes, for individuals, relates to itemized deductions and the “new and improved” standard deduction.


Once again, our economy is causing more attention to be paid to the Federal Reserve than normal.  As Atlas has written (click here, here, and her

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