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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Jan 20, 2021

AMR shares new year #financialplanning housekeeping tips: maximize plan contributions, update dependents, take delayed capital gains, rebalance portfolios, review insurance, take RMD if turning 72 or older this year, allocate funds across buckets, pay off debt, and automated savings contributions and debt payments.

Bill Blaisdell from the Cape & Islands Veteran’s Center provides an update on the Dennis House, which is scheduled to open February 1st.

Don't forget to take advantage of AMR's Complimentary Portfolio Review offer. Learn more at AMRfinancial.com.