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Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | Spring Green, WI | 518-499-4565 | 866-998-7331

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Home2018October

Month: October 2018

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Archives

Tips for Preventing Fraud

October 23, 2018 Minich MacGregor Wealth Management Comments Off on Tips for Preventing Fraud

Tips for preventing fraud Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself […]

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Interest Rates 2018

October 16, 2018 Minich MacGregor Wealth Management Comments Off on Interest Rates 2018

It’s October, which means autumn is upon us.  But this year, it’s not just the leaves that are falling.  The markets have been falling, too.  On Wednesday, October 10, the Dow slid more than 800 […]

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Words to Live By #2 – Change

October 9, 2018 Minich MacGregor Wealth Management Comments Off on Words to Live By #2 – Change

A major part of our job is helping people reach their financial goals in life.  Over the course of our career, we’ve found that while things like planning, saving and investing are crucial, they’re not […]

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What Clients are Saying

“Thank you so much for the very thoughtful retirement gift! That was very sweet of you! 🙂

I’m sure it will take a while for the concept to sink in, that there is no more daily “work routine”. We look forward to this change in lifestyle. And we credit your wisdom and guidance in helping us achieve our goals!” – Jim & Amy

Upcoming Events

  • October 4, 2023
    • Medicare Planning Webinar
      2:00 pm - 3:00 pm
      Medicare Planning WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
  • October 5, 2023
    • Medicare Planning Webinar
      5:00 pm - 6:00 pm
      Medicare Planning WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
  • October 24, 2023
    • Medicare Planning Webinar
      2:00 pm - 3:00 pm
      Medicare Planning WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
    • Retirement Planning Seminar
      6:15 pm - 7:45 pm
      Retirement Planning SeminarTime: 6:15 pm - 7:45 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-seminars/

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

125 West Madison Street | Spring Green, WI | 53588

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: yourteam@mmwealth.com

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