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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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Ascertaining the value of your business is important for a variety of reasons.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?
What does your home really cost?
Even low inflation rates can pose a threat to investment returns.