Wealth Reports
AEWM Wealth Report – Money and Memory
Download PDF Version While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. Overview We’ve all had them: Moments when we’ve walked into a room and forgotten what we came in for. Or saw someone out and about and…
AEWM Wealth Report – Spring Clean Your Finances
Download PDF Version Spring is a good time to organize your finances, clean up debt and credit issues, consolidate old accounts and develop good habits to work toward your goals. Overview Do you have a space in your house in constant need of organizing? You know the one: the space where clutter seems to accumulate…
AEWM Wealth Report – Help your savings stay on track throughout retirement
Download PDF Version Help Avoid Outliving Your Savings While Maintaining Your Desired Retirement Lifestyle When it comes to retirement planning, all of us want to know we have enough money saved and how to make it last. We also want to feel confident that we can live our desired lifestyle in retirement. Overview When it…
AEWM Wealth Report – The Cost of College
Download PDF Version The Cost of College Strategies for paying for higher education Student loan debt is growing. 45.3 million Americans carry an average of $37,338 in total student loans for post-secondary education — and the cost continues to rise.1 Investors who want to help their kids and grandkids avoid this debt have a variety…
AEWM Wealth Report – Retirement Accounts & RMDs
Retirement Accounts & RMDs Download PDF Version RMDs are crucial for retirement account owners age 73 and older Some qualified retirement account owners are surprised that the IRS requires them to take a certain amount from their accounts each year. Including required minimum distributions in your financial plan can help you avoid higher taxes and…
AEWM Wealth Report – Charitable Giving Strategies Almost Everyone Can Use
Download PDF Version You don’t have to be super wealthy to become philanthropic. And when you give, it doesn’t just benefit the recipient — you and your heirs can also benefit through possible tax and estate reductions. Overview “No one has ever become poor by giving.” -Anne Frank Charitable giving is a tradition as old…
AEWM Wealth Report – Covering the Cost of Care
Download PDF Version Longer lifespans mean more Americans will need some sort of long-term care assistance in their later years. Your financial professional can help you find and implement options to cover the cost and help make sure you receive the care you need when you need it most. Overview Americans are living longer —…
AEWM Wealth Report – Could a Natural Disaster Put a Dent in Your Financial Plan?
Download PDF Version Natural disasters can strike anytime, anyplace. Fortunately, your portfolio doesn’t have to suffer major damage when they do. It is possible to help protect your investments from declines after a natural disaster and potentially uncover growth opportunities when the storm clears. Overview From wildfires on Maui to powerful hurricanes along the East…
AEWM Wealth Report – Not Your Parents’ Retirement
Download PDF Version Fewer companies are offering pensions. The future of Social Security is unclear. As a result, Americans who are approaching retirement seem to be seeking alternative options for creating guaranteed retirement income and managing risk in their portfolios. Overview Retirement is having a heyday. Baby boomers (born between 1946 and 1964 and almost…
AEWM Wealth Report – Managing Your Finances as a Member of the “Sandwich Generation”
Download PDF Version Members of the “sandwich generation” are simultaneously providing support for both a parent and a child. This group has unique financial needs to consider, especially when planning for retirement. Overview If you’re finding yourself toggling between caring for the needs of an aging parent and a child, you’re not alone. The Pew…