Welcome to Asset Management Strategies, Inc.
We are a premier wealth management practice. Our team provides wealth advisory services to private clients and institutions.
Helpful Content
Introducing the 530A Accounts
An article explaining 530A Accounts.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Emerging Market Opportunities
What are your options for investing in emerging markets?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
When Markets React
When markets shift, experienced investors stick to their strategy.