Atlantic Planning Group, LLC

09/03/2026

Not all disability policies are the same—“own-occupation” coverage protects your income if you can’t work in your field. Read the article to learn how this policy differs and why it matters.

Discover how own-occupation policies protect your income if you're unable to perform trained duties due to disability, plus explore coverage benefits and an example.

08/31/2026

: "Chase the vision, not the money -- the money will end up following you." ~Tony Hsieh, Zappos CEO

08/27/2026

When deciding how to grow a small business, the possibilities are endless. Here are eight tips and resources to get you on the right path to sustainable scaling.

Ready to push your business to its full potential? Read our guide on how to grow a small business for those who want to scale up.

08/24/2026

: "What you get by achieving your goals is not as important as what you become by achieving your goals." -Zig Ziglar

08/20/2026

Medicare covers hospital, medical, and prescription needs, but understanding eligibility and options matters. Read the article to learn how Medicare works and what choices you’ll face as you plan for healthcare in retirement.

Learn how Medicare works for people 65 and older or with a disability. See if you are eligible, how to enroll, and locate a Medicare-certified provider.

08/19/2026

Happy Birthday to Chris Eppich! Your expertise and dedication help drive our success every day. Enjoy your special day, and here's to a prosperous year ahead!

08/17/2026

: "Out of the mountain of despair, a stone of hope." —Martin Luther King, Jr.

08/13/2026

A new system may automatically move small 401(k) balances when workers change jobs, but Roth accounts may not be included. Read this article to learn more.

With trillions sitting in old workplace plans and small accounts often defaulting to cash IRAs, Roth dollars appear to be the hardest for clients — and their advisors — to track and consolidate.

08/10/2026

: "When you've seen beyond yourself, then you may find, peace of mind is waiting there." —George Harrison

08/06/2026

In this article, Warren Buffett shares 14 simple strategies that can help guide smart money decisions. Click to learn more…

While Buffett may be the largest shareholder of the famous Berkshire Hathaway, he still shares some of the most relatable money advice that anyone can use.