Our mission is simple: to combine our knowledge, experience, and high level of ethics to provide financial recommendations and investment strategies through goals-based asset management our clients trust. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for comprehensive recommendations, customized retirement and investment strategies, and education tailored to your questions. Atkinson Wealth Strategies is a firm that severs a select group of individuals, families and businesses, we take pride in knowing we have built such strong relationships in our community. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact us to learn more about how we may be able to help
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or strategy. We'll get back to you quickly with a thoughtful answer.
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Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Beware of these traps that could upend your retirement.
There are four very good reasons to start investing. Do you know what they are?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
Women must be ready to spend, on average, more years in retirement than men.
$1 million in a diversified portfolio could help finance part of your retirement.