Wealth Management Newsletter

AWM publishes monthly wealth management newsletters to provide timely and relevant information on the subjects that matter to you most like retirement planning, investing, taxes, eliminating debt, estate planning, insurance, and more.

2023 Newsletters

August 2023 Use a Donor-Advised Fund to Give to Charity.

July 2023 Roll Over Unused 529 Funds to Roth IRA Accounts.

June 2023 Qualified 529 Expenses.

May 2023 What is a Health Savings Account?

April 2023 Essential Estate Planning.

March 2023 When to begin Socal Security?

February 2023 What is a Roth 401(k)?

January 2023 Do I need an Umbrella Policy?


2022 Newsletters

December 2022 Get Financially Organized

November 2022 Year-End Tax Planning

October 2022 Qualified Charitable Distributions

August 2022 How Sequence of Returns Can Affect Your Retirement

July 2022 Use The Down Market to Consider a Roth Conversion

June 2022 What If This is a Terrible Time to Retire?

May 2022 The 1-Year Checklist

April 2022 The 3-Year Checklist

March 2022The 5 Year Checklist

February 2022 A Few Reasons to File Your 2021 Tax Return Early

January 2022 The Key(s) to a Happy Retirement


2021 Newsletters

December 2021 Get Financially Organized

October 2021 Qualified Charitable Distributions (QCD)

September 2021 The Key(s) to a Happy Retirement

August 2021 Qualified 529 Expenses

July 2021 How Sequence of Returns Can Affect Your Retirement 

June 2021 Is the Retirement-Income Party Over?

May 2021 When to Give Inheritance to Your Children?

April 2021 How Does Equity Compensation Fit Into My Planning?

March 2021 Is a Roth Conversion Right for You?

February 2021  What is a Roth 401(k)?

January 2021  A Few Facts About Social Security


2020 Newsletters

December 2020  Year-end Tax Tips

November 2020  What is Your Most Valuable Financial Asset?

September 2020  A Retirement Policy Statement Can Help!

August 2020 Qualified 529 Expenses

July 2020  A Digital Estate Plan

June 2020  Coronavirus Impact on Social Security

May 2020 Using 529 Plans in Volatile Markets

April 2020 Tax Savings in Volatile Markets: Retiree Edition

February 2020 Tips for Targeting Your Retirement Savings Goal

January 2020 Socially Responsibly Investing: Aligning Your Money with Your Values