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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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HomeAuthorsMinich MacGregor Wealth Management

Articles by Minich MacGregor Wealth Management

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Five Questions to Ask About Your 401(K)

August 30, 2018 Minich MacGregor Wealth Management Comments Off on Five Questions to Ask About Your 401(K)
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Back to Basics #5: 
Planning for Health Care Expenses

August 28, 2018 Minich MacGregor Wealth Management Comments Off on Back to Basics #5: 
Planning for Health Care Expenses

We have been sharing a series of articles called “BACK TO BASICS.”  In each article, we examine one of the basics of financial planning.  Let’s look at: Back to Basics #5: Planning for Health Care […]

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Five Ways to Get More Out of Your Social Security Benefits

August 27, 2018 Minich MacGregor Wealth Management Comments Off on Five Ways to Get More Out of Your Social Security Benefits
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Back to Basics #4: 
Important Estate Planning Documents

August 16, 2018 Minich MacGregor Wealth Management Comments Off on Back to Basics #4: 
Important Estate Planning Documents

A few months ago, we started a new series of articles called “BACK TO BASICS.”  In each article, we examine one of the basics of financial planning and investing.  This month, let’s look at: Back […]

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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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