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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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Home2021March

Month: March 2021

Minich MacGregor Missive

American Rescue Plan Act of 2021

March 30, 2021 Minich MacGregor Wealth Management Comments Off on American Rescue Plan Act of 2021

Roughly one year ago, Congress passed the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. It was a massive, $2 trillion stimulus package designed to help boost the economy as it shuddered from the […]

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How to Be a Smarter Investor in Uncertain Times

March 29, 2021 Minich MacGregor Wealth Management Comments Off on How to Be a Smarter Investor in Uncertain Times

In a perfect world, logic would always guide our financial decisions. Emotions wouldn’t come into play. But we don’t live in a perfect world. Far from it. That means our emotions impact our financial choices […]

Minich MacGregor Missive

The Four Leaf Clover

March 16, 2021 Minich MacGregor Wealth Management Comments Off on The Four Leaf Clover

As you know, the four-leaf clover has become a common symbol of St. Patrick’s Day.  Because four-leaf clovers are so rare — you have about a 1-in-5000 chance of finding one1 — they’re often associated […]

Minich MacGregor Missive

Tax Strategies Webinar

March 10, 2021 Minich MacGregor Wealth Management Comments Off on Tax Strategies Webinar

You are cordially invited to our Tax Planning Webinar: Tax Strategies to Help Manage Income Taxes in Retirement Learn the answers to your questions: What and how do Roth Conversions work? Is Social Security taxable […]

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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

  • 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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