Maximillian Atnip

Helping people meet their financial goals in life. Contact me to discuss your financial future!

[Maximillian Atnip @MaximillianA_]

Having all your eggs in one basket may not be the safest method for long-term investing. Let’s talk about how we can help mitigate risk in your portfolio with customized strategies and solutions. https://t.co/trf2EMtQX7

[Maximillian Atnip @MaximillianA_]

Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.

https://t.co/BdE1eJNcIF.

[Maximillian Atnip @MaximillianA_]

One of the best ways to show your love on #ValentinesDay is to build a strong foundation to help protect your loved ones. Let’s talk!

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[Maximillian Atnip @MaximillianA_]

This month and always, we recognize and honor the accomplishments of Black Americans throughout history.

[Maximillian Atnip @MaximillianA_]

Earning reports often offer a mixed bag of surprisingly disappointing results, while others inevitably beat expectations. What IS predictable is the unpredictable - and the importance of diversification. Are you adequately diversified to handle market volatility? Let’s connect!

[Maximillian Atnip @MaximillianA_]

Are you one of the millions of Americans with student loan debt? MassMutual and GradFin are working together to help you simplify your student loans and save money. Let’s connect.

[Maximillian Atnip @MaximillianA_]

It’s tax time, which means it’s important to understand the status of all your assets – and what’s taxed now and what’s taxed later. Let’s chat.

https://t.co/qw6ppRlZaR.

[Maximillian Atnip @MaximillianA_]

Now is the perfect time for a financial health check-up. Whether you have a plan in place or need help getting started, we're here to help you stay on track. #FinancialWellnessMonth
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[Maximillian Atnip @MaximillianA_]

Are inheritance and passing down wealth part of your financial plan? Let’s talk about ways to pay it forward to your loved ones.

[Maximillian Atnip @MaximillianA_]

On the ice, Saros has the right idea. Off the ice? Take a hint from O’Reilly and ask us about achieving your financial goals.

[Maximillian Atnip @MaximillianA_]

With lots of news around potential Fed interest rate cuts later this quarter and year looming, you might be wondering what impact this might have on your portfolio. Reach out to me to chat through your questions prior to making any moves.

[Maximillian Atnip @MaximillianA_]

The truth is, having a plan makes sense during ALL of life’s stages. Let’s connect.

[Maximillian Atnip @MaximillianA_]

Today – and every day – we remember and honor Dr. Martin Luther King Jr.’s legacy that has inspired generations past, present, and future.

[Maximillian Atnip @MaximillianA_]

Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified strategies that may help lower your tax bill. https://t.co/nO8SUT9PsS.

[Maximillian Atnip @MaximillianA_]

While stocks ended their nine-week winning streak with declines across all three major US indices last week, it’s important to remember that diversification and aligning your investment strategy to your goals can help to weather day-to-day market up and downs.

[Maximillian Atnip @MaximillianA_]

It’s a busy time for New Year’s Resolutions… maybe you're getting a new gym membership?! Make sure your financial goals are front of mind too!

[Maximillian Atnip @MaximillianA_]

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s discuss ways to position your business for the long-term.

Source: MassMutual, “Planning for the Unexpected,” May 2023.

[Maximillian Atnip @MaximillianA_]

2024 is the Year of the Dragon, which in Chinese culture is believed to foster growth and progress. Let’s make sure your financial goals on track for just that.

[Maximillian Atnip @MaximillianA_]

From graduation to weddings, parenthood to home ownership - life is filled with moments that impact our financial journeys. No matter where you are in your journey, I can help.

[Maximillian Atnip @MaximillianA_]

All three major US stock market indices ended the year with significant gains, led by the NASDAQ up 44.6%, the S&P 500 up 26.3%, and the Dow Jones up 16.2%. How did your portfolio do last year? Is it time to rebalance? Let’s talk it through.