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How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

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Best Investments

Published by Keith Corrigan, VP Business Development

As a financial advisory firm, we are often asked, “What is the best investment I can make?” The question seems simple, yet the answer varies for different professionals. A stock broker might have a few stock picks for you, in which he could earn a commission. He would be required for those recommendations to be suitable for you in this transaction, but is not beholden to the fiduciary standard.

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A Weekend at the Ball Field

Published by Christopher Abla APMA®, AWMA®, AAMS®, CRPC®

Private Wealth Advisor – GAAM Wealth Advisors

You know spring is upon us when you hear the booming voice of the umpire “Play Ball!”  Baseball has always been my favorite sport both as a player and now as a fan.  As a father of 8th grade twin girls, the game has shifted toward fast pitch softball – and I love it!  The crack of the bat, cheering fans and the seemingly never-ending songs emanating from the dug-out allow me to relax and enjoy life’s simple pleasures – a ballgame in the sun.

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What Does Your Retirement Look Like?

Published by Jake Bleicher

When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more

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Safe Investment

Published by Pamela Corrigan

This morning, I saw the title “Safe Investment” on the cover of one of my husband’s magazines. Not recognizing the magazine, I looked closer, only to find it was PRI, aka Performance Racing Industry. The specific article focused on how racing helmets have evolved and are continuing to evolve to dramatically increase a driver’s safety.

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Seven Sins of Divorce

Published by Mark Petersen

Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

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What happens when my spouse dies?

Published by Keith Corrigan

If you were to die today, would your spouse’s life be turned upside down? What if the opposite were to happen?

The realists among us have pondered what we would do if our spouse passed away. If you are unprepared for this life-changing event, it may be something you are not able to overcome – emotionally or financially. Read more

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Gas Caps and Wrong Turns

Published by Keith Corrigan

Today I would like to share a quick story about how a series of seemingly unimportant events made me think about the major problems caused by poor money management and how you might avoid making mistakes that could seriously impact your portfolio.

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Tax Cuts and Jobs Act

Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides significant permanent tax cuts for businesses, including reducing the corporate tax rate from 35% to 21%. Most individual taxpayers will also receive tax benefits, including lower marginal tax rates, and a reduction in the top tax rate for the wealthiest Americans from 39.6% down to 37%. However, all of the individual tax breaks will expire at the end of 2025 to comply with Senate rules. Read more

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Here’s More–What the Article Didn’t Say?

Published by: Pamela Corrigan, Founder and CEO

Click here to read Pamela’s Blog in Barron’s

Part 2, Barron’s article: “Advisor Profile” – November 18, 2017

The most important aspect of my career and consequently professional success has always been my team (GAAM). I am going to expand on GAAM’s investment philosophy and investments we use to help clients achieve their goals noting that to do this successfully for clients it takes a team, one person simply cannot and should not attempt to manage other’s life savings single handedly. We begin with an extensive, high-touch, and deeply personalized discovery process. Our team uses this to begin to formulate an investment strategy specific to a client’s unique financial situation, ability to tolerate risk, and expectations for the future.

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