AM Retirement Services

AM Retirement Services

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AM Retirement Services specializes in holistic financial planning through a focus on client education and awareness. Louis Blvd. Lake St.

Check the background of your financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/

Securities offered through FIRST HEARTLAND CAPITAL, INC. Member FINRA/SIPC https://www.finra.org/#/ https://www.sipc.org/
Advisory Services offered through FIRST HEARTLAND CONSULTANTS, INC.
4101 Lake St. Louis, MO 63367 636.625.0900
AM Retirement Services is not affiliated with FIRST HEARTLAND CAPITAL, INC.

Monthly Market Insights | December 2023 12/07/2023

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.

Monthly Market Insights | December 2023 The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, which has led all year, picked up 10.70 percent.1

How Much Home Can I Afford? 11/29/2023

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Weighing the Benefits of Prepaid Debit Cards 11/27/2023

Thinking about a prepaid debit card? Consider the pros and cons.

Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card.

Orchestrating Your Retirement Accounts 11/24/2023

You’re the conductor of your 401k, IRA and taxable savings.

Orchestrating Your Retirement Accounts Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Retirement Seen Through Your Eyes 11/22/2023

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What's your vision of retirement?

My Retirement Savings 11/20/2023

Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

Home Mortgage Deduction 11/17/2023

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

Understanding Marginal Income Tax Brackets 11/15/2023

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.

A Home Insurance Claim: To File Or Not To File 11/13/2023

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

Keeping Up with the Joneses 11/10/2023

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Taxable vs. Tax-Deferred Savings 11/08/2023

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.

Monthly Market Insights | November 2023 11/07/2023

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitical tensions. However, many remain confident as they look for initial indications of consumer strength by gauging early holiday shopping levels.

Monthly Market Insights | November 2023 Rising bond yields, geopolitical tensions, sticky inflation, and mixed earnings reports combined to push stocks lower last month.

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