Welcome to our blog. With client questions, observations and comments as inspiration, we’ve been writing about investments, markets and financial planning since we founded Atwater Malick in September of 2008. Below are links to some of our recent essays. We hope you find them educational and enjoyable.
July 18, 2024
This is the fifth installment of our Estate Planning Basics series. We first discussed the core documents you need for an estate…
September 21, 2022
In life, only death and taxes are certain. But whereas death is unavoidable, you can sometimes minimize taxes. The concept…
Estate Planning Basics – Estate and Inheritance Taxes
June 3, 2020
This is the fifth and final installment of our Estate Planning Basics series. We began discussing the core documents you need for…
Understanding Required Minimum Distributions (RMDs)
October 17, 2019
As we plan for the end of 2019, one of our tasks is to determine which retirement account owners have…
IRAs, RMDs and Charitable Giving
October 3, 2019
A qualified charitable distribution (QCD) allows individuals age 70½ years or older to donate up to $100,000 per year to…
Retirement Contribution Limits
February 20, 2019
For U.S. workers, the most popular method of saving for retirement is into qualified retirement plans. These plans take on…
Sep 12, 2024
Sep 06, 2024
Aug 14, 2024