American Dream Wealth Management Llc

"Wealth Management Specialists working for you!"

Investing is more complicated than ever. Many people that found investing so easy in the 1990s bull market now find it frustrating and difficult. The current markets are even more of a reason to seek assistance from a Wealth Management Specialist (WMS) because it has caused just about everyone to reassess his or her own financial situation. 

 

  • Will I still be able to retire on time?
  • Do I risk running out of money during my lifetime?
  • How does this impact my savings for college education for my kids or grandchildren?
  • Where should my money be allocated today?
     

These important issues deserve the attention of a financial professional who can help you make sense of the market, develop a plan, set goals and give your investments structure and discipline.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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