by amgadmin | Apr 12, 2017 | Recent Posts
One question I hear frequently is “What should I do with my old 401(k) account?” In this fast paced world we live in, people often change jobs or even careers several times during their lifetimes. When you leave one employer and move to another, it is very important...
by amgadmin | Apr 5, 2017 | Recent Posts, Uncategorized
A surprising number of Americans don’t have an estate plan at all. They don’t have a will, a trust, or any other estate planning documents in place. This is by itself a tragedy for the survivors who are left behind. It is hard enough to lose a loved one, but to be...
by amgadmin | Mar 29, 2017 | Recent Posts, Uncategorized
When it comes to investing, you have probably heard the old adage that tells us: “Don’t put all your eggs in one basket. This is sound advice indeed. But let’s consider diversification. If you have too large a portion of your total investment assets invested in...
by amgadmin | Mar 28, 2017 | Recent Posts, Uncategorized
What would happen if you needed emergency medical care and you could not make decisions about your care or communicate your wishes? Who would speak for you? Who would make critical health care decisions that would be in your best interest? Do you have a will? An...
by amgadmin | Feb 15, 2017 | Recent Posts, Uncategorized
In my professional practice, I don’t think I have ever talked to someone who didn’t at least think they should have an estate plan. Most people understand at least intellectually that they should have at least a will. The reality, however, is that a surprising number...
by amgadmin | Feb 8, 2017 | Recent Posts, Uncategorized
The acronym IRA stands for Individual Retirement Account and it represents one of the most flexible retirement options available to most people. When compared to a typical 401(k), 403(b) or other retirement savings plan provided by some employers, the IRA allows a...
