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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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retirement

Questions

Questions You Were Afraid to Ask #6

December 1, 2022 Minich MacGregor Wealth Management 0

When it comes to investing, there’s a lot to know, a lot to consider, and a lot to choose from. And while choice is always a good thing, many investors often come to us with their heads spinning because they’re not sure where to start…

Take the overwhelm out of medicare

Medicare Changes Retirees Need to Know About

October 12, 2022 Minich MacGregor Wealth Management 0

Since health care is one of the biggest unknown costs in retirement, lowering drug costs and making spending more predictable for Medicare recipients could absolutely have a positive impact on millions of people.

Retirement ideas

Friends in Retirement

June 13, 2022 Minich MacGregor Wealth Management 0

We often think of retirement as the time to finally do the things we have been putting off. We tell ourselves “Work hard now so […]

Financially Savvy Investor

August 25, 2020 Minich MacGregor Wealth Management 0

These days, most people can’t afford to reach their financial goals – like retirement – on their employment income alone.  The cost of living is […]

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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

  • 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

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