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    Ten Important Financial Birthdays

    Posted on February 25, 2022February 25, 2022 by AAIMeditor

    Here’s a quick look at the most important ages in financial planning, whether your retirement is still years away or just around the corner. Celebrate each birthday with the knowledge that we are with you each step of the way. At 21 – An account registered as a Uniform Transfers to Minors Act (UTMA) is […]

    Posted in News & Resources, Uncategorized

    What the team is reading:

    Posted on August 27, 2020November 10, 2021 by AAIMeditor

    “Why Your Retirement Account Paperwork Needs To Be Done Right” Bob Carlson writes of two recent examples of the ramifications of not having current paperwork for retirement accounts in this article for Forbes. It is absolutely vital to make sure that these forms are not just filled out appropriately at account inception, but also updated […]

    Posted in News & Resources, Uncategorized
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