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 | 866-998-7331

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IRA

There’s still time to contribute to your IRA!

February 22, 2021 Minich MacGregor Wealth Management 0

If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so.  Many people don’t know that the 2020 contribution […]

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Breaking Down the Secure Act

December 30, 2019 Minich MacGregor Wealth Management 0

Important Provisions of the SECURE Act Before we dive in, understand, that the SECURE Act is over 20,000 words long.  (And in fact, the Senate […]

Jason Macgregor portfolio manager, financial advisor

401k Rollover for Orphaned Accounts – Is it Worth It?

March 3, 2014 mmwealth 0

Orphaned Accounts – Is a 401k Rollover Worth It? On average, Americans change jobs every five years. Over the course of a 35- to 40-year […]

Jason Macgregor portfolio manager, financial advisor

Plan for the worst, hope for the best

January 24, 2014 mmwealth 0

By any historical standard, 2013 was a great year for the U.S. stock markets. The Dow Jones Industrial Average and S&P 500 each rose more […]

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: info@mmwealth.com

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