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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 | Spring Green, WI | 518-499-4565 | 866-998-7331

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Home2022June

Month: June 2022

Bear walking
Uncategorized

Bear Market Update

June 21, 2022 Minich MacGregor Wealth Management Comments Off on Bear Market Update

The S&P 500 has recently slid into a bear market due to inflation and fears of a recession. As expected, the Fed announced a 0.75% interest rate hike.1  That may not sound like much, but […]

Follow your dream
Uncategorized

Retirement Income Dreams

June 20, 2022 Minich MacGregor Wealth Management Comments Off on Retirement Income Dreams

Everyone loves to collect paychecks. Prior to retirement your employer (or their payment service) handles all the details. They ensure you get money into your retirement plan and your bank account. But who watches over […]

Retirement ideas
Uncategorized

Friends in Retirement

June 13, 2022 Minich MacGregor Wealth Management Comments Off on Friends in Retirement

We often think of retirement as the time to finally do the things we have been putting off. We tell ourselves “Work hard now so we can play later.” Or, perhaps, we get so caught […]

Uncategorized

Four Keys to the Market

June 6, 2022 Minich MacGregor Wealth Management Comments Off on Four Keys to the Market

There are four keys to doing well in the markets. This is not one of those penny stock ads or any “Get Rich Quick” schemes. These keys will, however, help you stay disciplined and progressing […]

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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

  • October 4, 2023
    • Medicare Planning Webinar
      2:00 pm - 3:00 pm
      Medicare Planning WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
  • October 5, 2023
    • 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/
  • October 24, 2023
    • Medicare Planning Webinar
      2:00 pm - 3:00 pm
      Medicare Planning WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
    • 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/

Minich MacGregor Wealth Management

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

10 F Street | St. Augustine, FL | 32080

125 West Madison Street | Spring Green, WI | 53588

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

Email: yourteam@mmwealth.com

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