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.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

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

More Calculators →

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Doing Fine in '09?

Considering the market volatility over the past few months, will we see an improvement in 2009 economic conditions?

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

More Newsletters →