AIM Wealth Advisory Group

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

The equity markets can be unpredictable in periods of high volatility. See what
Ameriprise research strategists have to say about today’s activity.

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An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

Did you know that all families should fill out the FAFSA, regardless of how much they earn? Let’s connect if you’d like to discuss strategies to save for your child’s education — and how FAFSA may play a role.

New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

What’s at the top of your vacation bucket list? We can help you incorporate your dream destination into your financial goals.

How to plan for the costs of a big trip Make your travel dreams a financial reality.

Wishing all the dads a Happy Father’s Day!

Today we wish AIMWAG's newest Intern, Theodore "Kaden" Spray, a happy birthday! He has been an outstanding asset to our team and has a bright future ahead.

Enjoy your day, Kaden!

When it comes to paying for education, how much should you — or a student in your life — take out in loans? Find answers to this question and others about student borrowing and college loans.

Should you take out a loan for your child’s college? And answers to more of your questions on student debt.

Do you plan to help your child or grandchild pay for college? We, along with your tax professional, can help you evaluate how to take advantage of the tax code to save more.

Tax strategies for college savings and gifting Use the tax code to your benefit for a loved one’s education

Team AIMWAG had a blast running in the 2024 Helvetia Half Marathon today! Congratulations to the crew and the clients who competed in the half marathon, 10k, and 5k!

It's a big month for Luke!

Cheers to Luke Schwarz on his two-year work anniversary here at AIM Wealth Advisory group. You're a vital member of our team and we appreciate you!

Today we celebrated Financial Planning Analyst, Luke Schwarz, for his birthday!

Luke, we appreciate all you do for the AIMWAG team and hope you enjoy every moment of your special day.

A mother's work is never done—but today, you deserve a rest. Sharing love and gratitude with all moms today. Happy Mother's Day!

A special "thank you" our AIMWAG moms, Rachel Bird, Anjian Zhu, and Trina Whetsell! Enjoy your special day.

Happy two-year work anniversary to Financial Planning Analyst, Mason Arnold, CFP! We appreciate your diligence, dedication, and wit you bring to the office.

Thank you for all you do for AIMWAG and our clients.

Wishing our lovely Rachel Bird a Happy Administrative Professional's Day! We thank you for keeping us on track, organized, and always smiling! You make life easier for all of us, Mama Bird.

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

17 Tips for Baby Boomers To Tackle Their Student Debt If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

Happy birthday to Financial Advisor, Matt Molnar!

Thanks for all you do for AIMWAG and all our clients. Wishing you all the best on your special day!

It's important to take time and celebrate the milestones in our team's lives. This week we were able to celebrate Financial Planning Analyst, Luke Schwarz, on his upcoming marriage to his fiancé, Megan!

Join us in congratulating them both on their new adventure!

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.