Trust | Experience | Understanding
Addressing Your Needs for Today
Helping You Plan for Tomorrow
A.J. Amato Wealth Management is committed to understanding your vision of true wealth and providing customized strategies and trusted guidance to help you pursue financial independence.
We take great pride in our personal review process and our dedication to developing longstanding relationships with all of our clients. In addition, we pride ourselves on being independent and offering counsel that is objective and always in your best interests.
Let us help simplify the complex and provide honest, caring advice as we partner with you to create a personalized strategy that helps ensure your vision for the future remains within reach.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Five phases to changing unhealthy behaviors.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
With alternative investments, it’s critical to sort through the complexity.
There are three things to consider before dipping into retirement savings to pay for college.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.