Will Rogers is often credited with the line that he was not so much concerned with the return on his money as with the return of his money. It reads as a joke, but the distinction is serious, and it… Read More
Return On Capital vs Return Of Capital
Wealth Transfer Strategies: What Families Need to Know in 2026
Passing wealth to the next generation used to be dominated by one question: how do we minimize exposure to the 40% federal estate tax? For most families, that question has largely gone away. The bigger questions now are about control,… Read More
Donating Your RMD to Charity
If you are taking Required Minimum Distributions (RMDs) and donate money to charity, there is a simple strategy you can employ to save on taxes and other costs. By making Qualified Charitable Distributions (QCDs) from a qualifying IRA, you may… Read More
The Paradox of Time
Time is your ally. That is one of AMM’s five core principles, and we mean it. But there is a paradox buried in that statement. The longer you stay invested, the more likely you are to experience events like the… Read More
How an Estate Plan Summary Can Help You
Read our Estate Planning Overview here if you are just getting started: https://www.amminvest.com/estate-planning-overview/You’ve visited an attorney, got all of your documents drawn up, you have your big binder filled with everything important, now what?Creating an estate plan summary – a… Read More
2025 Tax Return Filing Reminders and 2026 Updates
A New “Senior Bonus” Deduction Beginning with 2025 ReturnsBeginning with 2025 tax returns, there is a new additional deduction for taxpayers age 65 and older. This “Senior Bonus” deduction is up to $6,000 per eligible taxpayer age 65+ ($12,000 if… Read More
Retiring Before 60: The Financial Planning Challenges Most People Miss
Retiring before age 60 is a goal many people work toward — and with the right planning, it can absolutely be achievable. But early retirement comes with financial and tax challenges that don’t always show up in basic retirement calculators…. Read More
What is a CFP®?
You may have heard the term CFP® or CERTIFIED FINANCIAL PLANNER™ used in advertisements or by financial advisers, including us here at American Money Management. If you do not know what these terms mean, or would like to deepen your… Read More
From Our Family to Yours: Planning for a New Arrival in California
As a new parent myself — my little girl is now 7 months old — I’ve been thinking a lot about the planning opportunities that come with welcoming a child in California. Between maternity and paternity leave, temporary reductions in… Read More
What the AMM Financial Planning Process Looks Like
The twin goals of portfolio growth and income generation are central to achieving one’s investment objectives. Our clients want to understand how their portfolio performance will translate into the lifestyle they want in retirement and the legacy they hope to… Read More
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