by amgadmin | May 23, 2017 | Uncategorized
You’ve taken great care, been disciplined in your spending and saving, and worked hard to get where you are today. Now, it’s time to start considering a financial planner – someone who can help you direct and optimize your wealth for the long term. As you begin...
by amgadmin | May 12, 2017 | Recent Posts, Uncategorized
You’ve made it. Years of implementing your personal financial plan and preparing for your retirement has finally paid off. You’ve retired according to plan, and maybe even a little early. The hard part is over, right? Well, yes, for now. The whole truth is, that...
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...
