fbpx
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
      • Medicare Webinar
      • Retirement Distribution Strategies Webinar
      • Social Security Webinar
      • Tax Planning Webinar
    • On-Demand Webinars
  • Resources
    • Create a Retirement Plan
    • Free Portfolio Risk Analysis
    • Retirement Calculator – How much will I have?
    • Cybersecurity
  • Client Login
    • Black Diamond Reporting
    • Schwab Alliance
    • Financial Plan – emoney login
  • Contact Us
  • Career Opportunities
HomeArchives

Archives

Any of our news from years past. As you would with any news source, make sure to pay attention to the date we published it.

No Picture
Archives

Trending Now – April Market Recap

April 25, 2019 Minich MacGregor Wealth Management Comments Off on Trending Now – April Market Recap

“We are now in a bear market – here’s what that means.”– CNBC headline on December 24, 20181 “The stock market rally to start 2019 is one for the history books.”– CNBC headline on February 22, […]

No Picture
Archives

Medicare – Insurance for Retirement #2

December 18, 2018 Minich MacGregor Wealth Management Comments Off on Medicare – Insurance for Retirement #2

We reviewed Medicare Part A and Part B, in the first article in this series.  Now it is time to explore Medicare Part C and Part D. If you need a refresher on Part A […]

No Picture
Archives

Protect Your Identity – Free Credit Freeze

December 5, 2018 Minich MacGregor Wealth Management Comments Off on Protect Your Identity – Free Credit Freeze

It’s been over a year since Equifax, one of the three largest credit reporting agencies in the U.S., revealed they’d been hacked.  Because the hackers were able to access everything from Social Security numbers to […]

No Picture
Archives

Medicare – Insurance for Retirement #1

November 5, 2018 Minich MacGregor Wealth Management Comments Off on Medicare – Insurance for Retirement #1

Introduction – The Complexities of Medicare Medicare is the health insurance that people dread to think about because of the complexities and lack of information available. Many, even those already on Medicare, do not know […]

Posts navigation

1 2 … 24 »

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

Legal

Disclosures

Privacy Policy

Form CRS

  • Like us
  • Follow us
Make the right moves to ensure that you go into retirement in the right tax bracket.
Take advantage of the opportunities that come your way when the ride gets rough.

Copyright © 2023 | MH Magazine WordPress Theme by MH Themes