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Advocates for your financial well-being in retirement.
Advantage Investment Management (“AIM”) is a Registered Investment Advisory (“RIA”) firm founded to provide the investment resources and mechanisms needed for advisors to most accurately address their clients’ needs. As a wholly-owned subsidiary of Advantage Financial Group, AIM provides a tailored investment platform that not only assists in the delivery of concierge service for clients but also streamlines the process for advisors, making it more efficient for all parties.
We encourage you to look through our website to learn more about how AIM is the key to sophisticated investing.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Don’t overlook the need for renter’s insurance if you rent your home.
Here’s a guide to explain all the parts of Medicare.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Healthy habits are one of the greatest gifts to give your child.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are three things to consider before dipping into retirement savings to pay for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.