Kelly McBride Atkins, MBA, AWMA, CRPC

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Wayne, PA
Kelly McBride Atkins, MBA, AWMA, CRPC

Helping women feel confident in navigating financial complexities

08/11/2021

This tech firm from St. Louis learned a thing or two from the pandemic. Including how a focus on company culture and employee benefits are helping them ride the next growth wave.

How one Midwest tech firm not only weathered the pandemic but better prepared itself to take advantage of a new phase of growth.

08/09/2021

Marrying later in life is a bit different, and it requires different money conversations, too. Here are 3 conversation starters and tips from the experts at Principal.

Getting married when you’re older—when you have an established career, more assets, and possibly kids—requires different financial considerations. Here are a few to discuss together.

08/05/2021

https://www.principal.com/individuals/build-your-knowledge/how-529-plans-may-benefit-you-and-your-taxes

Thinking of investing in a college savings plan? There are lots of pros to 529 plans, including potential tax savings benefits.

08/04/2021

https://www.principal.com/individuals/build-your-knowledge/august-economic-outlook-balancing-risk-and-reward-post-pandemic-economy

There’s always risk in the economic outlook. In the month ahead, what risks might you face, and how will you handle your capacity and tolerance for the unknown?

07/20/2021

Text me to learn more (610) 510-8722

We’ll help you understand the benefits Roth IRAs offer, your options for including a Roth IRA in your retirement savings strategy and what to consider when evaluating your needs.

Call me today at (914) 907-8174 or email me at atkins.kelly@principal.com

07/15/2021

Call me today at (914) 907-8174 or email me at [email protected]

You've spent your career saving for retirement. But once you retire, how do you switch to spending? Here are tips for creating a withdrawal strategy.

07/13/2021

I can help you. Call me (914) 907-8174

The number of single Americans over age 50 is growing. And their retirement needs can differ compared to couples. Take a moment to read through eight essential considerations.

07/08/2021

Contact me today to get started!

A divorce upends your emotional life. A little strategy and planning can help you can stay financially secure and give you more personal time to handle this major transition.

07/07/2021

https://www.principal.com/learnnow

A will is the foundation the rest of your estate plan is built on.

Address

550 E. Swedesford Road , Suite 240
Wayne, PA
19087

Telephone

+16105108722

Website

http://www.kellymcbrideatkins.com/, https://www.linkedin.com/in/kelly-atkins-mba-awma-crpc-237333135/

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