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
  • Tools
    • Create a Retirement Plan
    • Free Portfolio Risk Analysis
    • Retirement Calculator – How much will I have?
  • Client Login
    • Black Diamond Reporting
    • Schwab Alliance
    • Financial Plan – emoney login
  • Contact Us
  • Career Opportunities

Month: January 2022

Image Sample of 1099

2021 Tax Documents

January 27, 2022 Minich MacGregor Wealth Management 0

Every year during the months of January and February, we receive calls from clients asking, “When will I receive my 1099/1099-R’s?”.   We understand that tax […]

A new day on the horizon

2021: The Year in Review

January 10, 2022 Minich MacGregor Wealth Management 0

Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What events will we always […]

Crystal Ball

2022 Crystal Ball

January 6, 2022 Minich MacGregor Wealth Management 0

Welcome to 2022! May it bring us peace, prosperity, and a whole lotta love. And some greater certainty about what lies ahead. This post includes […]

Upcoming Events

  • May 24, 2022
    • Retirement Distribution Strategies Webinar
      12:00 pm - 1:00 pm
      Retirement Distribution Strategies WebinarTime: 12:00 pm - 1:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • May 26, 2022
    • Retirement Distribution Strategies Webinar
      5:00 pm - 6:00 pm
      Retirement Distribution Strategies WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/retirement-distribution-strategies-webinar/
  • June 20, 2022
    • - Juneteenth - Office Closed- Juneteenth - Office ClosedMarket Holiday

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
Crashing Waves of Volatility
Explode tax savings

Copyright © 2022 | WordPress Theme by TodayTrader