AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

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  • Equifax Information Breach
    Regarding the recent Equifax Information Breach—Your concerns are definitely our concerns.  Below is some helpful information for you as our valued clients and friends.  We are working with our broker/dealer to get more information on this out to you as it becomes available.   In addition, please SAVE THE DATE for our Fall Educational Event: ... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – Sept. 11, 2017
    Last week, the aftermath of Hurricane Harvey and potency of Hurricane Irma dominated hearts and minds, but there were some diversions and some welcome news, too. The NFL kicked off its 2017 season with the Chiefs’ win over the Patriots. The men’s U.S. soccer team tied Honduras to stay in the running for a World... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Recharacterize a Roth Conversion in 5 Easy Steps
    If you’ve changed your mind about your 2016 Roth conversion for any reason, you can still “undo” it with a Roth recharacterization. You’ll need to move quickly, though, as the deadline for recharacterizing 2016 conversions is fast approaching. Roth recharacterizations provide investors with a “do-over” option, which isn’t common in the tax world. Before making... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – September 5, 2017
    When it comes to economic growth, the government doesn’t measure twice. It measures three times. Last week, the Bureau of Economic Analysis revised its initial estimate that the gross domestic product (GDP), which is the value of all goods and services produced by a country or region, grew by 2.6 percent during the second quarter... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Roth IRA vs. 529 Plans: Which is better for you?
    In the midst of back-to-school season, you may be considering helping a child, grandchild or loved one with the cost of higher education. Record-high tuition costs have many families exploring the various options available to them including 529 plans and Coverdell accounts, but many fail to realize that a Roth IRA could also be a... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – August 28, 2017
    Hope floats. Optimism about possible pro-growth economic policies, including tax reform and deregulation, helped U.S. stock indices finish higher last week, reported Barron’s. It wasn’t all smooth sailing, though. Stocks bobbed up and down as investors’ optimism was weighted by concerns about a possible debt-ceiling battle and government shutdown. CNN offered some insight to the... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
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New blog articles detected.

  • Planning for Multiple Beneficiaries – 5 Easy Steps
    If you have more than one person in your life that you’d like to include in your legacy plan, you may be considering listing multiple IRA beneficiaries. While this option is a great way to leave your assets to multiple loved ones, it can also leave your beneficiaries in a messy situation if not set... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • The Sandwich Generation – 6 Key Tips for Retirement
    Life can get hectic, especially when you’re trying to balance raising your children and caring for your aging parents. Finding the time to plan for your retirement may seem impossible, but it’s crucial to make plans today for your financial future. How much should you be contributing to your retirement accounts? Should you consider a... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – August 7, 2017
    Who’s been buying shares of company stock? Since the start of the bull market in 2009, U.S. companies have been buying their own stock. Stock buybacks peaked during the first three quarters of 2016 and have dropped off sharply since then, reports Financial Times citing a report from Goldman Sachs. Companies participate in stock buyback... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
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New blog articles detected.

  • How are Social Security benefits calculated?
    One of the most important decisions you’ll make about your retirement is when and how to take your Social Security benefits, but it’s crucial that you understand potential tax implications prior to doing so. For many retirees that will have additional sources of income in retirement, Social Security benefits can push you into a higher... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
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New blog articles detected.

  • Market Commentary – July 31, 2017
    There was some good news and some bad news last week. First, the good news: Thanks to consumer spending and an upturn in federal government spending, the U.S. economy grew faster from April through June this year. Gross domestic product (GDP) grew by 2.6 percent during the period, according to the advance estimate for economic... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
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New blog articles detected.

  • Avoid the Tax Penalty
    Avoid the 10% Tax Penalty in 5 Easy Steps Emergencies happen, plans change, and sometimes you just change your mind. If you’re looking to tap into your retirement account earlier than planned, you may be wondering what type of penalties you could be up against. For most retirement accounts, if you decide to make a... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
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New blog articles detected.

  • Market Commentary – July 24, 2017
    Do we have central banks to thank? Low interest rates, accommodative monetary policy, and improving economic growth have helped stock markets around the world reach record highs, reports Barron’s: “…a look around the globe shows the surge of the U.S. market to new peaks to be anything but unique. Major [markets] in Europe and Asia... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
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New blog articles detected.

  • Calculating IRD Deduction
    If you’re the recent beneficiary of a loved one’s retirement assets, you may be unaware of an income tax deduction available to you called the income in respect of a decedent (IRD) deduction. When certain inherited assets, such as IRAs, 401(k)s, and other retirement accounts are hit with both federal estate and income tax, this... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
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New blog articles detected.

  • Market Commentary – July 17, 2017
    It was a good week for a lot of stocks but not bank stocks. The Standard & Poor’s 500 (S&P 500) Index and the Dow Jones Industrial Average (DJIA) both finished at record highs last week. Barron’s indicated investors owe Federal Reserve Chair Janet Yellen a debt of gratitude: “The main force behind the rally... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – July 10, 2017
    Things you may want to know… Last Friday, Financial Times (FT) published, ‘Five markets charts that matter for investors.’ Among the issues addressed in the charts were: The bond market bear watch. The yield on 10-year German Bunds (Germany’s government bonds) reached an 18-month high of 0.58 percent recently. Yields rose after the European Central... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
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New blog articles detected.

  • The Roth Conversion Conversation
    Are you considering converting to a Roth IRA, but you’re unsure whether or not it’s the right move for you? A Roth IRA provides a great way to help reduce the taxes you’ll pay during retirement, but it can also increase your income during the year that you convert, which could bump you into a... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – July 3, 2017
    This is the way the quarter ends – with a central bank scare. Central bankers are stodgy. They speak carefully. For many, reading the words ‘Federal Reserve’ is enough to cause boredom to set in and web surfing to ensue. Last week, though, the European Central Bank and Bank of England cracked the ‘open secret’... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – June 26, 2017
    It has been a very good year, so far. Through the end of last week, the Standard & Poor’s 500 Index posted 24 record highs and delivered returns in the high single digits. The MSCI World ex USA Index was up more than 11 percent, and the MSCI Emerging Markets Index gained more than 17... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Roth IRA – To Convert or Not Convert in 5 Easy Steps
    Are you considering converting your IRA or employer plan assets to a Roth IRA? You may be searching for ways to reduce your tax bill in retirement, and a Roth IRA can do just that. However, before you make any moves with your money, there are other tax implications you should consider first. One of... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – June 19, 2017
    All eyes on inflation! Inflation is the way economists measure changes in the prices of goods and services. The United States has enjoyed relatively low inflation for a significant period of time. Last week, the consumer price index indicated inflation had moved lower in May. Inflation is our focus because it is at the core... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Beneficiary Checklist
    After working your entire life to build a legacy, ensuring that your estate is handled properly once you’re gone should be a key consideration as you develop your retirement plan. Beneficiary forms play a critical role in how your assets are handled, and if they are outdated or filled out incorrectly, your assets could be... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – June 12, 2017
    Stock market historians may dub 2017 the Xanax year. Traditional historians will probably choose a different moniker. Stock markets in many advanced economies have been unusually calm during 2017, reported Schwab’s Jeffrey Kleintop in a May 15, 2017 commentary. The CBOE Volatility Index, a.k.a. the Fear Gauge, which measures how volatile investors believe the S&P... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • It’s Time to Talk About Aging
    We are all, inexorably, marching toward old age. By 2030, 72 million Americans will be age 65 or older.1 The good news is longevity has been improving, and people are remaining healthy and vibrant at older ages. The bad news is cultural perceptions of ‘old’ people have not kept pace. A 2016 analysis by the... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – June 5, 2017
    The bull market in U.S. stocks is getting really old! In fact, this bull has been charging, standing, or sitting for more than eight years. In April, it became the second longest bull market in American history, according to CNN Money. There are some good reasons the stock market in the United States has continued... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • IRAs – Six Options for Retirement Plan Funds
    Leaving an employer? Six Options for Retirement Plan Funds Accepting a new job or transitioning into retirement can be both exciting and overwhelming. Figuring out how to handle your current employer’s retirement plan funds may not be at the top of your priority list, but with several options to consider, it’s crucial that you take... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • Market Commentary – May 30, 2017
    Is preparing for the future more important than enjoying the present? There is a lot to enjoy today. Last week, Financial Times wrote: “Wall Street ended an impressive week on a steady note – eking out a tiny gain to a fresh record close – as oil prices recouped some of the previous day’s steep... Read More
AMJ Financial Wealth Management
AMJ Financial Wealth Management
Blog Post

New blog articles detected.

  • The Power of NUA in Numbers
    You may have heard of the Net Unrealized Appreciation tax break, but it’s important to fully understand the impact it can have on your taxes. If you own company stock in your employer-sponsored retirement plan and you’re looking to roll it over to an IRA, this tax break can create significant savings. However, rather than... Read More

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