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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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HomeThe Fiduciary File

The Fiduciary File

News

Auto Enrollment for 401k participants is good – paired with Auto Escalation it’s even better.

July 30, 2015 mmwealth Comments Off on Auto Enrollment for 401k participants is good – paired with Auto Escalation it’s even better.

Auto Enrollment for 401k participants is good – paired with Auto Escalation it’s even better. Over the past few years, we have seen a marked increase in the adoption of “auto” features in 401k plans […]

News

Your employees want 401k help that you and your broker can’t give.

July 7, 2015 mmwealth Comments Off on Your employees want 401k help that you and your broker can’t give.

Your employees want 401k help that you and your broker can’t give. As fiduciary advisors, we talk to hundreds of 401k participants each year both individually and in group education meetings at their workplace. What we […]

The Fiduciary File

What’s the Parasitic Drag on Your 401k Plan?

June 17, 2015 mmwealth Comments Off on What’s the Parasitic Drag on Your 401k Plan?

What’s the Parasitic Drag on Your 401k Plan? When we do a benchmark analysis on a 401k plan, we are always looking for factors that create excess drag on the performance of the plan. There […]

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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

  • June 19, 2023
    • - Juneteenth - Office Closed- Juneteenth - Office ClosedMarket Holiday
  • June 20, 2023
    • Social Security Webinar
      2:00 pm - 3:00 pm
      Social Security WebinarTime: 2:00 pm - 3:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/social-security-seminar/
  • June 21, 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/
  • June 22, 2023
    • Social Security Webinar
      5:00 pm - 6:00 pm
      Social Security WebinarTime: 5:00 pm - 6:00 pm
      View our web page to see what will be covered https://www.mmwealth.com/social-security-seminar/

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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