Ready for Retirement? Estate Management 101 Raise Your Retirement Income Women and Retirement

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

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

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.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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