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14 Columbia Circle Drive, Suite 204
Albany, NY 12203
Phone: (518) 479-4600
Fax: (518) 479-4603

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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.

Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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"We carefully guide you through all your personal financial milestones, offering
objective, thoughtful insight along the way."

-A.J. Amato, Founder