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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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Rule of 72
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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Taking regular, periodic withdrawals during retirement can be quite problematic.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A few strategies that may help you prepare for the cost of higher education.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.