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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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Home2023June

Month: June 2023

The Ultimate Vacation Planning
Uncategorized

The Ultimate Vacation

June 29, 2023 Minich MacGregor Wealth Management Comments Off on The Ultimate Vacation

Planning a vacation and planning for retirement aren’t exactly the same, but they’re not too far apart, either. […]

Bear Market
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Will the Rally Keep Going?

June 22, 2023 Minich MacGregor Wealth Management Comments Off on Will the Rally Keep Going?

Bear market finally over? (insight inside)
When stocks are caught between surges and pullbacks, and we’re not entirely sure what’s going on, it’s useful to go back to the fundamentals. […]

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Pros and Cons of Working in Retirement

June 16, 2023 Minich MacGregor Wealth Management Comments Off on Pros and Cons of Working in Retirement

After retirement, many individuals consider going back to work. Whether it’s because they want a little extra income or just need something to keep themselves busy. […]

Flirting with a Bull Market
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New bull market? (caveats inside)

June 8, 2023 Minich MacGregor Wealth Management Comments Off on New bull market? (caveats inside)

First, let’s acknowledge that the terms “bull” and “bear” are just shorthand for general market trends and don’t necessarily mean anything scientific. […]

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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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