Atkinson Wealth Strategies

Concerned about identity theft? Some things to leave at home.

Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Have you heard about the new contribution limits from the IRS? Read about it in our article.

New Retirement Contribution Limits for 2026 A look at the new retirement contribution limits from the IRS.

This Mother’s Day, we honor and celebrate the multifaceted, unconditional love of all moms. 🌸

We celebrate the mothers with us today, whose guidance, support, and care are the bedrock of our lives and families. Your love makes a lasting difference every single day.

And we deeply honor the memory of the mothers who have passed. While you are physically gone, your legacy, lessons, and love live on in us. A mother’s influence never truly fades; it continues to guide and inspire, like a light that doesn't go out.

Wishing a very Happy Mother’s Day to all mothers, grandmothers, stepmothers, and maternal figures.

Thank you for everything.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.

The savings rate is the government’s estimate of how much U.S. households are saving.

U.S. Personal Savings Rate What can be learned from the savings rate?