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
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Rightsizing for Retirement
What does your home really cost?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.