Strategic Asset Management Group

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Making Sense of Beneficiary Designations

How beneficiary designations, per stirpes and per capita, could affect the division of assets to children and grandchildren.

How Much Should You Save for Retirement?

To help calculate retirement savings needs consider factors such as Social Security benefits and medical expenses.

The State of Social Security

The current state of the Social Security program and possible solutions to address the program's projected shortfall.

Cash Balance Plans Can Help Supercharge Retirement Savings

Generous contribution limits for cash balance plans can help high-income business owners maximize retirement savings.

More Newsletters →

September 21, 2017 @ 01:25 PM

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S&P 500 ETF - 0.0 %

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