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 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
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?