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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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn when it may not make sense to file a claim on your home insurance.
At what point can you call a personal vehicle commercial?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Couples may be able to head off many of the problems in a marriage that money can cause.
This checklist can give you a quick snapshot of how prepared you are.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
When should you take your Social Security benefit?