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1050 Crown Pointe Parkway
Suite 1230
Atlanta, GA 30338
  • Phone:
    770-392-8740
  • Fax:
    770-392-8742
  • E-mail address: jerryborzello@awminc.biz
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  • 57% of U.S. workers have saved less than $25,000 for retirement.* -- *2015 Retirement Confidence Survey, EBRI
  • Only 48% of Americans know how much money to save for retirement.* -- *2015 Retirement Confidence Survey EBRI
  • 50% of retirees left the workforce earlier than planned.* -- *2015 Retirement Confidence Survey EBRI
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Newsletters

  • Keeping Savings on Track with a Spousal IRA

    IRS rules allow a working spouse to contribute to an IRA for a spouse who earns little or no income.

  • HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy

    An overview of the tax changes affecting corporations and pass-through businesses and the potential implications for GDP growth.

  • A New Look at Old Retirement Savings Guidelines

    Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

  • New Tax Law Expands 529 Savings Plans

    An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

More Newsletters »

Calculators

  • Roth IRA Conversion

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

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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Contact Us

1050 Crown Pointe Parkway
Suite 1230
Atlanta, GA 30338
  • Phone:
    770-392-8740
  • Fax:
    770-392-8742
  • E-mail address: jerryborzello@awminc.biz

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,444.34 +0.26%
Dow Jones Transportation 10,438.81 +0.33%
Dow Jones Utilities 746.30 +1.56%
Nasdaq Composite 7,449.03 -0.48%
Nasdaq 100 7,107.23 -0.12%
NYSE Composite 12,457.26 +0.09%
AMEX Composite 2,652.44 +0.17%
PHLX Semiconductor Index 1,225.94 -1.55%

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