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

  • Home
  • How We Can Help
    • Financial Planning
    • Portfolio Management
    • Advice for 401k Participants
    • 401k & 403b Plans
    • 35 Ways We Help You Work Toward Your Goal
  • Our Team
  • Media
    • The Wealth Cast
    • Educational Events
      • Retirement Seminar
      • Retirement Distribution Strategies Webinar
      • Social Security Webinar
      • Medicare Webinar
    • On-Demand Webinars
  • Resources
    • Create a Retirement Plan
    • Free Portfolio Risk Analysis
    • Retirement Calculator – How much will I have?
    • Cybersecurity
  • Client Login
    • Black Diamond Reporting
    • Schwab Alliance
    • Financial Plan – emoney login
  • Contact Us
  • Career Opportunities

Month: February 2020

Twenty-Nine Things to Do on February 29th

February 26, 2020 Minich MacGregor Wealth Management 0

It’s a leap year!  That means we have twenty-nine days to enjoy in February instead of the usual twenty-eight.  But the question is, what should […]

Coronavirus Market Drop

February 25, 2020 Minich MacGregor Wealth Management 0

It started in China, then spread to South Korea and Japan.  Cruise ships have carried it; tourists have transported it.  Now it’s in Italy and […]

No Image

Tax-Related Updates for 2020

February 18, 2020 Minich MacGregor Wealth Management 0

CHANGES TO FEDERAL TAX BRACKETS1 As expected, the IRS has adjusted the 2020 tax brackets based on inflation.  They are as follows: Tax Rate Single […]

No Image

Operation Valentine

February 12, 2020 Minich MacGregor Wealth Management 0

To some people, the practice of exchanging valentines is great for children in elementary school, but it’s hardly something for adults.  Right? Well, one of […]

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

  • September 5, 2022
    • - Labor Day - Office Closed- Labor Day - Office ClosedMarket Closed
  • September 20, 2022
    • Medicare Planning Webinar
      12:00 pm - 1:00 pm
      Medicare Planning WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
  • September 22, 2022
    • 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/

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

Legal

Disclosures

Privacy Policy

Form CRS

  • Like us
  • Follow us
Make the right moves to ensure that you go into retirement in the right tax bracket.
Take advantage of the opportunities that come your way when the ride gets rough.

Copyright © 2022 | WordPress Theme by TodayTrader