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Of Fiduciaries and Financial Advice

The advisors at Atlantic Wealth Consultants are bound to the fiduciary standard which means we have the highest duty and are ethically bound to act in the your (the client's) best interests.

In short, we put our client's interests above their own. Our loyalty and care – our advice – must be in your best interest. We must be sure our investment advice is made using accurate and complete information based on as thorough and as accurate analysis as possible avoiding conflicts of interest.

Newsletters

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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