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 14 min
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 233 min
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 163 min
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 93 min
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 303 min
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 263 min
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 193 min
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 123 min
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 12 min
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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Atikan Wealth Partners
Jul 213 min
Getting Started: Establishing a Financial Safety Net
In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're
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Atikan Wealth Partners
Jul 82 min
The 5 Elements of Financial Wellness
Financial wellness is a term that refers to the overall health and well-being of an individual's finances. In order to work toward financial
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Atikan Wealth Partners
Jul 13 min
Finances and Fireworks: 5 Strategies to Help Preserve and Celebrate Your Financial Freedom
Your finances are probably one of the last places you want to experience fireworks—unless they are celebratory. With new year's resolutions
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Atikan Wealth Partners
Jun 253 min
3 Key Money Moves Every Parent Should Make
Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand.
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Atikan Wealth Partners
Jun 113 min
Budgeting for Summer Expenses
With summer on the horizon, many of us are eagerly awaiting exciting activities and well-deserved getaways.
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Atikan Wealth Partners
Jun 42 min
Rich vs. Wealthy - Is There Really a Difference?
The terms "rich" and "wealthy" are often used interchangeably. But are they really the same? As the saying goes, "Money talks, but wealth wh
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Atikan Wealth Partners
May 312 min
Tips for Younger Investors Buying a First Home
For many younger adults, the dream of homeownership is often overshadowed by the looming challenges of student loan debt. The burden of educ
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Atikan Wealth Partners
May 253 min
How to Plan for a Healthy Retirement
Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your
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Atikan Wealth Partners
May 184 min
Navigating the 4 Phases of Retirement
Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does...
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Atikan Wealth Partners
May 113 min
Tips for Navigating Inflation as a Small Business Owner
Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent ye
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