AMJ Financial Blog

Tag Archive: Financial Planning

How are Social Security Benefits Calculated?

Social Security planning often focuses on filing strategies to help determine when and how to take your benefits. But before you make any decisions, you should also consider the tax implications your Social Security benefits will have on your overall retirement plan. If you have additional sources of income in retirement, there is a chance… Read More

Market Commentary – 11/19/18

Keep your eyes on the horizon. Motion sickness happens when your body receives conflicting signals from your eyes, ears, and other body parts. One way to manage the anxiety and queasiness that accompany the condition is by keeping your eyes on the horizon. The motion of the stock markets has been causing some investors to… Read More

Choosing the Right Financial Advisor in 5 Easy Steps

Preparing for retirement can be overwhelming, and between tax, estate, insurance, and investment planning, some important aspects of your financial plan can be easily overlooked if you’re not working with a competent professional. A qualified financial advisor can help you ensure that all items are being considered, but not all advisors are created equal. So… Read More

Building Wealth is more than just investments

Recently I met with a couple that was referred to me by a long time client.  At the meeting a comment was made that if a “financial advisor” starts talking to you about your taxes and estate planning you should run away.  I know that sentiment is out there, because this was surely not the… Read More