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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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tax season
Uncategorized

New Tax Changes for 2022

February 14, 2023 Minich MacGregor Wealth Management Comments Off on New Tax Changes for 2022

A new year means new tax changes. While Congress didn’t pass any major tax reform last year, there are still updated tax provisions that could affect how much money you keep and how much goes to Uncle Sam. […]

Capitol - Washington
Uncategorized

Breaking down SECURE Act 2.0

January 24, 2023 Minich MacGregor Wealth Management Comments Off on Breaking down SECURE Act 2.0

There’s a lot to unpack here, so please take a few minutes to read about these new provisions.  Most are simple, and we’ve done our best to explain them all in plain English. […]

Planning for goals
Uncategorized

Planning for Goals

January 10, 2023 Minich MacGregor Wealth Management Comments Off on Planning for Goals

Finances get tight, especially now as prices seem to continue to go up. Increased costs out of pocket mean less money to invest in saving for your goals. So, how do you handle saving for […]

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Tips for Resolutions

December 27, 2022 Minich MacGregor Wealth Management Comments Off on Tips for Resolutions

Every year millions of people set new year’s resolutions.  However, very few can stick to their resolutions long-term.  […]

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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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