Often times when I speak to clients during our financial planning process, their goals for retirement are usually to maintain the lifestyle they currently have and maybe to enjoy some more free time for family and travel. There is pride… Read More
For those who are charitably inclined, the end of the year is an important time to check in with your tax preparer and confirm your charitable giving tax strategy. If you would like to learn more about the tax benefits… Read More
Strategies for increasing your credit score can seem counterintuitive at times. In this article, we will walk through some tips and tricks to increase your credit score and also explain the method to the madness. Why is credit important? Credit… Read More
Retirement often provides our clients with the time and energy to accomplish the home remodel of their dreams. While you may already have clear visions of your paint colors and new flooring, making decisions around funding these visions may feel… Read More
Understanding the language in a healthcare plan can be confusing. As medical costs have increased in America, insurance companies are shifting the financial burden onto consumers in the form of higher deductibles, decreased coverage, and coinsurance clauses which many Americans… Read More
While we are not in the business of selling annuities, clients or prospective clients of AMM may have questions about these seemingly complex insurance products. Whether an annuity was inherited, purchased from a previous advisor, or otherwise acquired, common questions… Read More
Unfortunately (or fortunately), we’re not all tax specialists. Despite this, ultimately the responsibility for attesting to the accuracy of a tax return rests with the taxpayer, not the tax-preparer. This article outlines some key items to review before signing off… Read More
As you transition to retirement, Medicare becomes an important issue. The information below is designed to help you get started with Medicare in 2022. Medicare is a health insurance program for people who are 65 or older, certain younger people… Read More
Uncertainty surrounding the answer to the question, “Will I have enough?” is a large source of anxiety for many people nearing retirement age. Even exceptional savers often wonder if they will have enough, if their level of spending is sustainable,… Read More
While the deadly effects of smoking are well-documented and undeniable, we cannot ignore the significant harm caused by traditional cigarettes. It is important to