Welcome to Asset Management Strategies, Inc.
We are a premier wealth management firm that provides wealth advisory services to private clients and institutions.
Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Emerging Market Opportunities
What are your options for investing in emerging markets?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?