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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

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

Home Affordability

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

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Newsletters

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

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