Geoff Koepp - Atlas Financial Planning/ Southwest Business Consultants

Geoff Koepp - Atlas Financial Planning/ Southwest Business Consultants This is Facebook business page for myatlasplanner.com. https://www.joinwoodbury.com/disclosures/so Financial Planner and 401k Advisor.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
05/10/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Should gold be a part of your diversified portfolio?
05/09/2026

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

When was the last time you paid yourself first?
05/08/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
05/04/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Do your kids have the right stuff for college?
05/03/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Here are a few key factors to consider when naming an executor for your estate.
05/02/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
05/01/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Never get stuck with the check again after watching this.
04/27/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
04/26/2026

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
04/25/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
04/24/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

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