Academic Investment Management

Academic Investment Management

Academic Investment Management (AIM) is a fee-based financial advising firm. Although we specialize in Medicare consulting and healthcare planning in retirement, we also create Retirement Plans and Legacy Plans.

Operating as usual

What Is a Roth 401(k)? 06/29/2021

What Is a Roth 401(k)?

Ever heard of a Roth 401(k)? Would one be right for you?

What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Critical Estate Documents 06/26/2021

Critical Estate Documents

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Planning for the Expected 06/24/2021

Planning for the Expected

“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance

Planning for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Why Medicare Should Be Part of Your Retirement Strategy 06/22/2021

Why Medicare Should Be Part of Your Retirement Strategy

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy.

Timeline Photos 06/20/2021

Happy Father's Day to all the Dads out there!! Enjoy Your Day!

Happy Father's Day to all the Dads out there!! Enjoy Your Day!

Timeline Photos 06/19/2021

Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the country and beyond. On this day, we have an opportunity to affirm once more the universal right to life, liberty, and the pursuit of happiness for every human being.

I hope that you will join me on June 19, in reflecting upon how far we have come, how far we have yet to go, and how we can continue to advance the cause of freedom and justice across our communities and around the world.

Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the country and beyond. On this day, we have an opportunity to affirm once more the universal right to life, liberty, and the pursuit of happiness for every human being.

I hope that you will join me on June 19, in reflecting upon how far we have come, how far we have yet to go, and how we can continue to advance the cause of freedom and justice across our communities and around the world.

The A, B, C, & D of Medicare 06/17/2021

The A, B, C, & D of Medicare

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

The A, B, C, & D of Medicare Learn about all the parts of Medicare with this informative and enjoyable article.

A Bucket Plan to Go with Your Bucket List 06/15/2021

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list. #RetirementSavings

A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Five Basics of Financial Literacy 06/12/2021

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Five Basics of Financial Literacy How literate are you when it comes to your finances? Brush up with these five basics.

Term vs. Permanent Life Insurance 06/10/2021

Term vs. Permanent Life Insurance

Learn the language of life insurance.

Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.

Social Security: Maximizing Benefits 06/08/2021

Social Security: Maximizing Benefits

A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement

Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Healthy Body, Healthy Pocketbook 06/05/2021

Healthy Body, Healthy Pocketbook

Healthcare may be one of your biggest expenses in retirement. Manage your risk.

Healthy Body, Healthy Pocketbook Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

A Meal for All Generations 06/05/2021

A Meal for All Generations

Millennials, Gen Xers, and baby boomers have been portrayed as a trio constantly at economic odds with one another, but they may have more in common than you might think.

A Meal for All Generations When it comes to generational differences, knowing the facts can be difficult.

Certain Uncertainties in Retirement 06/03/2021

Certain Uncertainties in Retirement

Retiring? Remaining flexible may help you meet the challenges of uncertainty.

Certain Uncertainties in Retirement The uncertainties we face in retirement can erode our sense of confidence.

Orchestrating Your Retirement Accounts 06/01/2021

Orchestrating Your Retirement Accounts

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.

Timeline Photos 05/31/2021

Academic Investment Management Honors Those Who Have Served.

Academic Investment Management Honors Those Who Have Served.

Timeline Photos 05/09/2021

Timeline Photos

Timeline Photos 05/07/2021

Academic Investment Management would like to Thank All of the Teachers, Instructors, Professors, their Support Staff and Others involved in Educating the Children, Teens and Adults in the Communities across the Country!!!

We hope you have had a Wonderful Week! There is no proper way to express our gratitude for all that you do. So we'll just say . . .

Academic Investment Management would like to Thank All of the Teachers, Instructors, Professors, their Support Staff and Others involved in Educating the Children, Teens and Adults in the Communities across the Country!!!

We hope you have had a Wonderful Week! There is no proper way to express our gratitude for all that you do. So we'll just say . . .

Timeline Photos 05/06/2021

A Heartfelt "THANK YOU" for All of the Great Nurses Out There!!!

You All have had a Really Tough Year!

We Finally Seem to be on the Downhill side of this Mountain of a Pandemic . . . and We Could Not have Gotten This Far Without Your Courage, Your Conviction, and Your Caring!!!

God Bless You All!!

Academic Investment Management (AIM)

A Heartfelt "THANK YOU" for All of the Great Nurses Out There!!!

You All have had a Really Tough Year!

We Finally Seem to be on the Downhill side of this Mountain of a Pandemic . . . and We Could Not have Gotten This Far Without Your Courage, Your Conviction, and Your Caring!!!

God Bless You All!!

Academic Investment Management (AIM)

Timeline Photos 05/06/2021

When a new chapter starts.

When a new chapter starts.

Timeline Photos 05/05/2021

This is TEACHERS APPRECIATION WEEK.

Congratulations to All of the Educators out there!!!

We applaud All of Your Hard Work and Sacrifice!!

Keep Up the Great Work!

Academic Investment Management

This is TEACHERS APPRECIATION WEEK.

Congratulations to All of the Educators out there!!!

We applaud All of Your Hard Work and Sacrifice!!

Keep Up the Great Work!

Academic Investment Management

Timeline Photos 05/04/2021

Let's talk about it. https://www.picktime.com/AIM

Let's talk about it. https://www.picktime.com/AIM

Timeline Photos 05/03/2021

Happy Teacher Appreciation Week to All of the Educators and Their Support Staff!!!

We celebrate all that you have done and are continuing to do!!

This Week is for YOU!

Sincerely,
Academic Investment Management

Happy Teacher Appreciation Week to All of the Educators and Their Support Staff!!!

We celebrate all that you have done and are continuing to do!!

This Week is for YOU!

Sincerely,
Academic Investment Management

Timeline Photos 04/29/2021

Should I Consider Life Insurance?

Let’s talk about it. https://www.picktime.com/AIM

Should I Consider Life Insurance?

Let’s talk about it. https://www.picktime.com/AIM

Timeline Photos 04/27/2021

Calendar link: https://www.picktime.com/AIM

Calendar link: https://www.picktime.com/AIM

Test Your Life Insurance Knowledge 04/23/2021

Test Your Life Insurance Knowledge

We are approaching the end of Financial Literacy Month. Here's a term you might consider adding to your financial vocabulary: Anti-Inheritance. Which begs the question: What is Anti-Inheritance?

Anti-Inheritance . . . as I see it, is taking money OUT of your children's pockets, instead of leaving them an inheritance.

How might some folks (not you) be preparing to take money out of their children's savings, their retirement plans, or the money they plan to use for their own children's college education?

By not having life insurance, long-term care insurance, or a viable retirement plan of their own (remember, Medicare does NOT cover long-term care).

Many people believe that life insurance is too expensive for them. In fact, most Americans believe the cost is 2-3 times what it actually is.

Most of the time, life insurance (especially with Living Benefits) actually solves more problems than it creates. It just has to be designed for your specific situation.

For those that already have health issues, there are other options to protect your loved ones from an Anti-Inheritance scenario.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Timeline Photos 04/22/2021

Insurance vs. Retirement - Which Comes First?

Insurance vs. Retirement - Which Comes First?

Timeline Photos 04/20/2021

Let's have a discussion. https://www.picktime.com/AIM

Let's have a discussion. https://www.picktime.com/AIM

Timeline Photos 04/15/2021

Consider buying sufficient coverage early on.

Let’s have a discussion. https://www.picktime.com/AIM

Consider buying sufficient coverage early on.

Let’s have a discussion. https://www.picktime.com/AIM

Timeline Photos 04/13/2021

Let's talk about it. https://www.picktime.com/AIM

Let's talk about it. https://www.picktime.com/AIM

Timeline Photos 04/11/2021

Timeline Photos

Timeline Photos 04/08/2021

Whole or Term Life Insurance - What’s the Bottom Line?

Whole or Term Life Insurance - What’s the Bottom Line?

Timeline Photos 04/06/2021

Let’s talk about it. https://www.picktime.com/AIM

Let’s talk about it. https://www.picktime.com/AIM

Timeline Photos 04/04/2021

Timeline Photos

Timeline Photos 03/30/2021

Let’s have a chat. https://www.picktime.com/AIM

Let’s have a chat. https://www.picktime.com/AIM

Telephone

Address


25511 Budde Road, Suite 2703
The Woodlands, TX
77386

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
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