Atkinson Wealth Strategies

05/21/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

05/19/2026

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

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

05/14/2026

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

A look at the new retirement contribution limits from the IRS.

05/10/2026

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.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

05/07/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

05/05/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

04/30/2026

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

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

04/28/2026

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

This investment account question is vital and answered as early as possible.

04/23/2026

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

What can be learned from the savings rate?