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.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

More Newsletters →