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
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
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.