If that big dayis within view…
Are your co-workers starting to plan your retirement party behind your back? Do you have at least $500k saved for your future?
Our advisors can help guide you toward a successful strategy for making your money last well into your golden years.
“This is a great choice if you’re seeking financial guidance and advice. Very glad we found them; they have done a great job for us so far in our five year relationship. I only wish we had met with them in our 50s, rather than just before our retirement. Better later than never!”
Hand-Selected by Our Financial Advisors
The team at Minich MacGregor is constantly in touch with the financial markets, keeping you updated with topics that affect your assets, such as:
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Financial Planning
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Portfolio Management
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401K Advice
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Market Analysis
Presidents’ Day and the Power of Unity
February 17, 2025
On the morning of January 20, 1993, President George H.W. Bush sat down at his ...
Important Updates for the 2024 Tax Year & When 1099s Will be Available
A new year means new tax changes. While Congress didn’t pass any major tax reform last year, some tax provisions ...
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Are you ready for retirement?
Our advisors can help you prepare for more time doing the things you want in life. Get started today and take a look at our report highlighting 5 common retirement mistakes. We hope this report can guide you through your concerns about your retirement income.