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
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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.