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Atikan Wealth Partners
Jan 73 min read
5 Financial Bad Habits to Cut This Year
When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avo
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Atikan Wealth Partners
Dec 23, 20243 min read
Holiday Gifting Beyond Toys: Investing in Your Kids’ or Grandkids Future
When giving gifts to our children or grandchildren, we often default to the latest toys or gadgets. However, the value of these items tends
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Atikan Wealth Partners
Dec 15, 20243 min read
First Time Donor? Here’s How to Start Your Philanthropic Journey
High-net-worth (HNW) individuals play a crucial role in fostering positive change and impact on a global scale. However, for many first-time
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Atikan Wealth Partners
Nov 26, 20244 min read
Five Ways Homeowners May Be Putting Their Wealth at Risk
Many affluent families focus on managing their investments while unintentionally overlooking risks to their homes and possessions—two of the
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Atikan Wealth Partners
Nov 25, 20243 min read
Finding Your Financial Zen: Tips for Managing Financial Stress
Finance these days may be overwhelming and stress-inducing. Whether it’s following up on overdue bills or saving for the future, financial w
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Atikan Wealth Partners
Nov 18, 20242 min read
Year-End Countdown: Key Deadlines You Cannot Afford to Miss
As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and,
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Atikan Wealth Partners
Nov 11, 20242 min read
Five Easy Steps to Building Your Emergency Fund
In today's unpredictable world, having an emergency fund is not just a financial recommendation – it's a necessity. The reality of unexpecte
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Atikan Wealth Partners
Nov 4, 20243 min read
The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions
Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such as
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Atikan Wealth Partners
Oct 21, 20242 min read
How a Financial Professional May Be Your Valuable Business Advisor
During National Financial Planning Month, consider why a financial professional might be of value in assisting you with steering your busine
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Atikan Wealth Partners
Oct 14, 20243 min read
Cybersecurity Alert: The Top Cybersecurity Threats to Watch Out For
As more technologies develop, perpetrators keep exploring new tactics to exploit others. It's important to know today's most common cybersec
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Atikan Wealth Partners
Oct 7, 20242 min read
Taking Your Savings One Step at a Time: A Guide for HENRYs
Here’s how you can approach your finances with a savings mindset and take your savings one step at a time.
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Atikan Wealth Partners
Oct 1, 20244 min read
What Investors Need to Know During an Election Year
If you are worried about how your portfolio will perform during an election year, consider these five reasons why investors could benefit du
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Atikan Wealth Partners
Sep 23, 20243 min read
Sweater Weather Savings: 5 Fall Tips for Harvesting Financial Benefits
Fall is a magical time of the year throughout much of the country. Waking to crisp autumn mornings, the changing of the leaves to reds, oran
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Atikan Wealth Partners
Sep 16, 20243 min read
The Road to High-Net-Worth: Strategic 401(k) Moves to Amplify Your Wealth
As one embarks on their journey toward a high-net-worth status, it's crucial to understand that strategic planning and intelligent...
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Atikan Wealth Partners
Sep 9, 20243 min read
Prepare or Beware: The Dangers of Retirement Planning Procrastination
Most people looking forward to retirement anticipate years of relaxation and fulfillment after decades of hard work. But the reality of reti
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Atikan Wealth Partners
Aug 30, 20243 min read
Life Insurance Considerations for Every Stage of Life
As we go through various stages of life, our insurance needs may vary significantly. Here’s a breakdown of the different stages: Early...
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Atikan Wealth Partners
Aug 26, 20243 min read
How to Make Keeping Track of Your Finances Easy
Now is an excellent time to start evaluating your current financial situation, determining your future goals and expectations, and working t
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Atikan Wealth Partners
Aug 19, 20243 min read
Kids Heading Off to College? Don’t Forget About These Estate Planning Must-Dos
Many parents want to provide their children with the best possible help and care, even when they transition into college. However, as the ch
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Atikan Wealth Partners
Aug 12, 20243 min read
Asking for Help Is a Strength, Not a Weakness. Here Are 10 Ways a Financial Professional Can Assist You.
Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking h
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Atikan Wealth Partners
Aug 1, 20242 min read
Beachside Investing: Navigating the Financial Seas
If you're someone who loves nothing more than spending a relaxing day at the beach, you likely hope your retirement plans will let you...
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