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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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Home2019October

Month: October 2019

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Minich MacGregor Missive

How to Protect Your Finances from Phishing

October 30, 2019 Minich MacGregor Wealth Management Comments Off on How to Protect Your Finances from Phishing

Imagine this scenario.  You get an email that appears to be from your bank.  You open it and read a message riddled with misspelled words that direct you to “click the link below.”  You click […]

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Minich MacGregor Missive

Things Most Advisors Don’t Tell You #4

October 23, 2019 Minich MacGregor Wealth Management Comments Off on Things Most Advisors Don’t Tell You #4

Recently, we decided to share some non-financial lessons we’ve learned in a series of articles called, “Things Most Advisors Don’t Tell You.”  There are many habits and behaviors that, while not directly related to finance, […]

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Minich MacGregor Missive

SECURE Act… Preview

October 17, 2019 Minich MacGregor Wealth Management Comments Off on SECURE Act… Preview

Earlier this year, the House of Representatives passed a new bill called the Setting Every Community Up for Retirement Enhancement Act, aka the SECURE Act.  (Acronyms are kind of a thing in Congress.)  As the […]

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Minich MacGregor Missive

Recession 101

October 9, 2019 Minich MacGregor Wealth Management Comments Off on Recession 101

 “Markets are flashing deep red as investors worry about the health of the economy” – CNN Business “S&P and Dow Slide as Evidence of Global Slowdown Mounts” – The New York Times “Stocks Drop on […]

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

  • March 28, 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/
  • April 7, 2023
    • - Good Friday - Office Closed- Good Friday - Office ClosedMarket Closed
  • April 18, 2023
    • Tax Planning Webinar
      2:00 pm - 3:00 pm
      Tax Planning WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/
  • April 20, 2023
    • Tax Planning Webinar
      5:00 pm - 6:00 pm
      Tax Planning WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/tax-planning-webinar/

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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