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American Wealth Management logo with globe icon

3480 Preston Ridge Rd Suite 500
Alpharetta, GA 30005

Phone:

770-392-8741

Fax:

770-392-8741

E-mail:

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Calculators

You can review interesting calculators on my site.

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AMERICAN WEALTH MANAGEMENT FORM CRS

SEC Investor Education Link

If any clients or prospects would like to opt out of receiving digital correspondence please e-mail us at gavinborzello@awminc.biz

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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