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
College Savings
See how much you may need to save now to cover future college costs for your child.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
View all articles 
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
When Markets React
When markets shift, experienced investors stick to their strategy.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?