Experienced Wealth Management and Financial Planning Services in the New York State Capital District Area, including Schenectady, Albany, Troy, and Saratoga, NY

Today's current financial climate can offer us many new and unprecedented investment opportunities - but at the same time it can also present us with numerous obstacles and dangerous pitfalls as well.  This is why we at the Wealth Advisory & Management Corporation of America believe that one of the most powerful weapons one can use to help protect themselves is a well thought-out PLAN.

Our mission therefore is to help our clients residing in the New York State Greater Capital District Area, including Schenectady, Albany, Troy, and Saratoga, NY area to take advantage of these opportunities and avoid the obstacles and pitfalls by providing them with our assistance in three essential planning areas:

1.  A clear understanding of their financial goals and concerns
2.  A well-defined PLAN for achieving those goals and eliminating their concerns
3.  Ongoing advice to help adjust their PLAN when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.

Learn more about Financial Management in 10 minutes or less.

We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy.  There are also a number of short Informational Videos, (10 minutes or less, - E-seminars) - as well as 9 short iMoney Ideas.

You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.

For more information on the Wealth Advisory & Management Corporation of America, and our numerous services, please contact us today.  We provide our services in the New York State Greater Capital District Area, including Schenectady, Albany, Troy, and Saratoga, NY.

Don't Just Hope for the Best - PLAN for It!

 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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