🌟 Do You Know... 🌟 🤔 What the best asset allocation for your 401(k) is? (Spoiler: it's not just hiding it under your mattress! 🛏) 📈 Should you be in defensive mode like a turtle 🐢 or going all out in growth mode like a squirrel on espresso? 💰 Which funds are performing better than your last Tinder date? (Hint: it’s probably the ones with fewer red flags!) 🔗 How do your 401(k) options stack up against your retirement assets outside the plan? (Let’s just say it's not a competition, but...) 🏆 Let’s try to turn those retirement dreams from “meh” to “heck yeah!” 💼✨ #RetirementPlanning #401k #InvestSmart #FinanceWithASmile
Minich MacGregor Wealth Management
Investment Management
Saratoga Springs, New York 275 followers
About us
We actively manage retirement money for individuals and businesses. We provide financial planning and investment management, working hard to grow your money when the markets are going up and equally as hard to protect from losses when the markets are going down. After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded their own independent Registered Investment Advisory firm – Minich MacGregor Wealth Management. They recognized that being independent provided them with an opportunity to offer a more diversified range of financial solutions to their clients. * More than 50 years in the financial / investment industry * Family business * MMWM was founded in 2009 * Fee based investment advisors * Certified Financial Planners Disclosures: Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.
- Website
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http://www.mmwealth.com
External link for Minich MacGregor Wealth Management
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Saratoga Springs, New York
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Portfolio Management, 401(k) Advice, Retirement Planning, Educational Workshops, 401k Plans, IRA, Roth IRA, Investment Advice, Investment Management, IRA Rollover, 401k Rollover, SIMPLE IRA, Financial Planning, Social Security Maximization, Tax Minimization Strategy, Medicare, Social Security, Roth Conversions, and CFP
Locations
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Primary
21 Congress St
Saratoga Springs, New York 12866, US
Employees at Minich MacGregor Wealth Management
Updates
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🎃 Spooky Financial Planning! 👻 Happy Halloween! Don’t let your finances give you a fright! Here are some hauntingly good tips to keep your financial future from turning into a ghost story: 🕸️ Don’t Get Tangled in Debt: Like avoiding the spider’s web, steer clear of high-interest debts that can trap you in a financial nightmare. 💀 Prepare for the Unexpected: Life can be full of scary surprises! An emergency fund is your silver bullet to help protect against unforeseen expenses. 🕯️ Shine a Light on Investments: Diversifying your portfolio is like lighting the way in a dark, haunted house—helping you avoid spooky risks. 👻 Beware of Phantom Expenses: Those little expenses can creep up on you like ghosts! Track them before they haunt your budget. 🧙 Cast a Spell of Savings: Setting up automatic retirement or savings account contributions is one of the ingredients in the magic potion for a prosperous future! This Halloween, let’s plan your financial future and turn those scary money problems into a tale of success! 🏦✨ #SpookyFinance #HalloweenPlanning #FinancialFreedom
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📈 Stay Ahead with Our Weekly Financial Insights! 📈 🔍 Want to stay informed on the latest market trends and get expert financial planning tips? Subscribe to our weekly email for in-depth market commentary and a financial planning tip of the week, straight to your inbox. Make smarter financial decisions and plan your future with confidence! 📬 Sign up now: https://bit.ly/40je11s #FinancialTips #MarketTrends #FinancialPlanning #InvestSmart #WeeklyInsights #FinancialFreedom
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🎃👻 Is your 401(k) a treat or a trick? 👻🎃 Don’t let your retirement savings haunt you! 🧛♂️🕸️ The future doesn’t have to be scary—get experienced 401(k) advice that takes the fright out of your financial planning. Make sure your retirement is all treats and no tricks! 🍬💼 Let us try to help you avoid the tricks so you can enjoy the treats! 🎃 #HalloweenSavings #TreatYour401k #RetirementReady #FinancialPlanning #NoMoreScarySurprises
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🔒 October is Cybersecurity Awareness Month! 🔒 Your financial security goes beyond smart investments—it’s about protecting your personal information, too. This month, we’re raising awareness about the importance of cybersecurity in safeguarding your financial future. ✅ Secure your accounts with strong, unique passwords ✅ Monitor your financial statements for suspicious activity ✅ Be wary of unsolicited emails or messages At Minich MacGregor Wealth Management, we’re committed to helping you build a secure financial future. Stay informed. Stay secure. 💻💼 👀Check out our cybersecurity resources: https://lnkd.in/eT-yYh7P #CyberSecurityMonth #FinancialSecurity #ProtectYourWealth #StaySafeOnline
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📈 Stay Ahead with Our Weekly Financial Insights! 📈 🔍 Want to stay informed on the latest market trends and get expert financial planning tips? Subscribe to our weekly email for in-depth market commentary and a financial planning tip of the week, straight to your inbox. Make smarter financial decisions and plan your future with confidence! 📬 Sign up now: https://bit.ly/4fe3xVD #FinancialTips #MarketTrends #FinancialPlanning #InvestSmart #WeeklyInsights #FinancialFreedom
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🎉 Turning 50 means you're just getting started... at forgetting passwords. 🔑 🤔 But don’t forget about your 401(k)! 📈 Retirement is around the corner, and it's time to focus on your 401(k) to make sure it's working as effectively as possible! 💪💼 If you're wondering, "Do I have enough to retire on a beach or just in my backyard?" 🏖️🏡 — let us help you figure that out! Because the only thing you should be stressing about is which tropical drink to order. 🍹🍍 Get experienced advice today! 💡 #RetirementGoals #50AndThriving #FinancialFreedom #401kPlans #StressFreeRetirement
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🔐 **Cybersecurity Matters!** 🔐 Securing your financial data is more critical than ever in today's digital world. At Minich MacGregor Wealth Management, we prioritize your financial well-being, and that includes protecting your sensitive information. Here are a few tips to help safeguard your accounts: 1️⃣ Enable Two-Factor Authentication 2️⃣ Regularly Update Your Passwords 3️⃣ Be Cautious of Phishing Scams Your financial security is our priority. Let's work together to stay vigilant and protect what matters most! 💼💻 #CyberSecurity #FinancialSafety #StaySecure #FinancialPlanning
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📈 Stay Ahead with Our Weekly Financial Insights! 📈 🔍 Want to stay informed on the latest market trends and get expert financial planning tips? Subscribe to our weekly email for in-depth market commentary and a financial planning tip of the week, straight to your inbox. Make smarter financial decisions and plan your future with confidence! 📬 Sign up now: https://bit.ly/405QWPN #FinancialTips #MarketTrends #FinancialPlanning #InvestSmart #WeeklyInsights #FinancialFreedom