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
HomeUncategorizedFinancial Spring Cleaning

Financial Spring Cleaning

April 6, 2023 Minich MacGregor Wealth Management Uncategorized Comments Off on Financial Spring Cleaning
Spring Cleaning Image
Bank VaultPrevious

A Run on the Bank – a Situation Update

Next

Questions You Were Afraid to Ask #7

Click for Advice

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

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