For those of you who have been paying into Social Security for your entire working careers, the day when you finally retire and begin receiving your Social Security benefits is likely going to be a happy one. But for many,… Read More
Questions For Retirement
Often times when I speak to clients during our financial planning process, their goals for retirement are usually to maintain the lifestyle they currently have and maybe to enjoy some more free time for family and travel. There is pride… Read More
Tax Deductions for Charitable Giving
For those who are charitably inclined, the end of the year is an important time to check in with your tax preparer and confirm your charitable giving tax strategy. If you would like to learn more about the tax benefits… Read More
Evaluating Credit Card Offers
In the U.S. and much of the world, credit plays a significant part in our financial systems. Establishing and maintaining a credit score allows individuals to access financial products like mortgages or small business loans. Using a credit card responsibly… Read More
Avoiding the Investment Traps of Decision Finality
It’s late summer in San Diego and you’re spending the day at the Del Mar Racetrack. You’re not much of a gambler but the sun, the cocktails, and the excitement of the crowd puts you into the betting mood. Again,… Read More
How Does Money Move You?
Money is an emotional subject. Whether you are a saver, a spender, a conservative investor, or a resolute risk-taker, you feel something about your money. You may have felt nervous when the stock market dropped. Or you may have felt… Read More
ABC’s of Annuities
While we are not in the business of selling annuities, clients or prospective clients of AMM may have questions about these seemingly complex insurance products. Whether an annuity was inherited, purchased from a previous advisor, or otherwise acquired, common questions… Read More
Invest Like Astronaut John Glenn
You’re sitting inside the cockpit of a converted ICBM missile about to be launched into space. The last 7 times NASA test launched this rocket it was a success, but the first 20 test launches had a 45% failure rate…. Read More