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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 | 518-499-4565 | 866-998-7331

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Home2019March

Month: March 2019

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Minich MacGregor Missive

7 Rules of Investing

March 19, 2019 Minich MacGregor Wealth Management Comments Off on 7 Rules of Investing

from one of the greatest investors of all time Over the past century, many of the world’s leading economists have studied the art – or science – of investing. Dozens of investing theories, models, and systems […]

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Minich MacGregor Missive

The Six W Questions of Retirement

March 4, 2019 Minich MacGregor Wealth Management Comments Off on The Six W Questions of Retirement

These are the questions you should be asking yourself when it comes to palnning your retirement.

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Minich MacGregor Missive

Medicare – Insurance for Retirement #3

March 4, 2019 Minich MacGregor Wealth Management Comments Off on Medicare – Insurance for Retirement #3

We have come to the final lap with Medicare.  The three articles that have made up this series are in no way a complete analysis on Medicare, but hopefully this information will provide you with […]

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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

  • June 19, 2023
    • - Juneteenth - Office Closed- Juneteenth - Office ClosedMarket Holiday
  • June 20, 2023
    • Social Security Webinar
      2:00 pm - 3:00 pm
      Social Security WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/social-security-seminar/
  • June 21, 2023
    • 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/
  • June 22, 2023
    • Social Security Webinar
      5:00 pm - 6:00 pm
      Social Security WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/social-security-seminar/

Minich MacGregor Wealth Management

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

10 F Street | St. Augustine, FL | 32080

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

Email: yourteam@mmwealth.com

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