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

Six Things You Can Do to Get the Most Out of Your 401k

November 4, 2021 Minich MacGregor Wealth Management Uncategorized 0

  • 401k
  • 401k contributions
  • 401k rollover
  • allocations
  • Financial Advisor
  • risk
Previous

Gut check (on your job)

St Croix HospiceNext

The Greatest Reward

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

  • February 7, 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/
  • February 9, 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/
  • February 20, 2023
    • - Washington's Birthday - Office Closed- Washington's Birthday - Office ClosedMarket Closed
  • March 23, 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/

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 | WordPress Theme by TodayTrader