Understanding Common Retirement Planning Misconceptions

Advisors Management Group | April 6, 2026

An elderly couple sitting at a table reviewing paperwork documents.

Retirement planning is often discussed in broad terms, but many assumptions about it are shaped by incomplete information or generalizations. These misconceptions can influence how individuals think about saving, timing, and long-term financial needs. Taking time to understand some of the more common misunderstandings can help bring clarity to the planning process. Rather than focusing … Understanding Common Retirement Planning Misconceptions

Reviewing Your Financial Plan During Tax Season

Advisors Management Group | March 30, 2026

Person reviewing tax documents while punching numbers into a calculator.

During tax season, many households are gathering documents, reviewing statements, and preparing information needed for annual filings. While tax preparation is often the primary focus, the process brings together many pieces of a person’s financial life. Income statements, retirement account records, investment documents, and charitable giving summaries all appear at the same time. Because of … Reviewing Your Financial Plan During Tax Season

Santa Clause Rally

Advisors Management Group | December 3, 2025

The tree is trimmed, and the stockings are hung by the chimney with care. Children and investors are both waiting to see what Santa has in store for them this holiday season. The term Santa Claus Rally dates back to 1972 when the term first appeared in the Stock Trader’s Almanac, but what is this … Santa Clause Rally

Financial Tips for All Life Stages

Advisors Management Group | September 28, 2025

When we leave home or college as young adults, the process of getting financially stable can be daunting. Establishing good habits from the get-go can be the difference between thriving financially or struggling. No matter how much money you have, there are things you can do to set yourself up for success. As your financial … Financial Tips for All Life Stages

How Much Money Do I Need to Retire?

Advisors Management Group | August 25, 2025

Man with gray beard looking thoughtful while resting chin on hand.

This is a common question related to retirement and retirement planning, and the answer might surprise you. While most people assume there is a magic account balance, for example one million dollars, that is not the case. The truth is that people retire comfortably with all different account balances because every situation is unique. Let’s … How Much Money Do I Need to Retire?

Holiday budgeting tips: Helping you stay smart with your jingle

Advisors Management Group | December 8, 2022

This year, the average American household plans to spend over $1000 this holiday season on gifts, decorations, travel to family, and holiday meals. This, on top of normal monthly spending, can make December one of the most expensive months of the year. Without a plan of attack, December’s holiday magic can easily turn into January’s … Holiday budgeting tips: Helping you stay smart with your jingle

Financial Planning for a Special Needs Child

Advisors Management Group | April 5, 2022

A woman at a computer planning for the future of her special needs child.

When you have a child with special needs, you are accustomed to planning ahead. How do you prepare for their future? There is a lot to think about and we are here to help. Keep reading, and let Advisors Management Group tell you more about financial planning for a special needs child. Contact us when … Financial Planning for a Special Needs Child

What to do if you are a victim of identity theft

Advisors Management Group | March 15, 2022

steps to take if your identity is stolen

Last year, millions of people in the US were victims of identity theft. Identity theft is when a thief uses your personal information to open bank accounts or other financial accounts, take out loans, file tax returns, or even make fake medical claims. The repercussions can be far-reaching and long-lasting. Once your credit has been … What to do if you are a victim of identity theft

Should I hire employees or independent contractors?

Advisors Management Group | March 11, 2022

Growing a business is exciting and complicated at the same time. When you need to build reliable and professional staff you’ll be faced with a choice. Do you go with employees or independent contractors? What is the difference? Is one better than the other? It all depends on your current business and your short-term goals. … Should I hire employees or independent contractors?

What is a brokerage account and how is it different from an IRA?

Advisors Management Group | March 4, 2022

There are so many similarities that it is easy to get them confused. Both a brokerage account and an IRA give you the ability to invest your money into stocks and bonds. Ultimately, your choice depends on your financial values and preferences. How many choices do you want? Do you prefer to pay taxes on … What is a brokerage account and how is it different from an IRA?

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