Asset Money Management Inc.

09/04/2023

Happy Labor Day – or as our furry friends would say, Happy Monday 🐾

We hope all of you can take some time to relax, whether it’s in the form of cat naps or some dog-gone good Labor Day deals!

08/16/2023

As a new school year begins, we thought we’d share a timely reminder for us (ahem) older folks that learning shouldn’t end once the tassel has been turned 🎓

On that note, have you learned something new or taken up a new hobby recently? We’d love to hear about it in the comments 🍎✏️

07/17/2023

We’re back today with another home energy tip: If you’re looking to keep your energy costs ⬇️ as temps ⬆️, below is a window into how to do just that.

❄️Today’s Cool Tip ❄️Uncovered windows facing south or west can heat your house up, making your A/C work harder to keep your home cool. Since windows in these directions absorb most of the sun’s heat, it’s a good idea to invest in good blinds or window coverings and keep these windows covered during the day.

Have another energy-saving tip? We’d love to hear – drop it in the comments below.

05/05/2023

Did you know that Cinco de Mayo isn’t Mexico’s independence day? 🙅 It’s actually a celebration of its 1862 victory over the French at the Battle of Puebla!

For those of you planning on partying it up, here are some delicious recipes to try out, along with an interesting fact for each:
https://www.hy-vee.com/recipes-ideas/advice-how-tos/entertaining/parties/cinco-de-mayo-foods-and-facts

Have fun and enjoy the fiesta 🎉

04/05/2023

When you think of spring cleaning, you probably think of your home 🏠 but the spring is also a great time to do a clean sweep of your household finances!

Here are three ways you can do just that:

🧹 Revisit your budget. Take a look at your monthly budget and adjust it based on your spending so far this year.
🧹 Declutter your subscriptions. Search through your account registers to identify unwanted recurring charges you’ve missed. Apps like Rocket Money or Hiatus can help!
🧹 Shred old financial documents. The IRS recommends keeping at least 3 years of tax returns. Have some older than that? Shred away!
🧹 Review your insurance and plan for changes in coverage. Such changes could include adding a driver, selling a house, or purchasing a new policy.

Hope these tips help! Feel free to share this timely reminder with your network, and reach out if any questions “spring” up 🌸

03/22/2023

As basketball kicks into high gear, we’ve got some true March Madness to share 🏀

Did you know that there has never been a perfect men's college basketball bracket on record 🤯 In fact, the odds of getting 63 games correctly by coinflip is one in 9.2 quintillions!

But hey, maybe this year is your year – tell us who you think will make it to the Final Four in the comments ⬇️

03/22/2023

As we all look forward to the warmth of spring, we wanted to take the time today to share this insightful quote from Jean Hersey’s “The Shape of a Year,” a wonderful year-long memoir centered around gardening and the changing seasons.

Feel free to share this post to inspire someone else – and ask yourself what’s tugging on your heart this March ☘️

03/17/2023

It’s St. Patrick’s Day ☘️ 🍻 We hope everyone has a wee bit of fun with lots of luck and laughter 🌈

How will you be celebrating? Tell us in the comments below!

02/14/2023

This Valentine’s Day, we want to thank our clients for their continued trust 💝 You’re the heart of our business and why we love what we do.

Hope everyone has a wonderful day celebrating with loved ones!

12/08/2017

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

12/06/2017

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

12/04/2017

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.