Welcome to Asset Management Strategies, Inc.
We are a premier wealth management practice. Our team provides wealth advisory services to private clients and institutions.
Helpful Content
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Glossary of Scam Terms
A helpful glossary of current scams.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Surprises
Making the most of surprises is a great reason to work with us.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.