Welcome to Amicus Financial
Welcome! We want to thank you for stopping by and showing an interest in your financial future. Whether you're saving for retirement, wondering when to take Social Security, evaluating your estate plan, or just trying to understand how the latest legislation impacts your financial life, we are here to help.
We hope you find the information on this site extremely useful. Please take the time to browse around and learn some financial concepts as well as more about us. While the information here pertains to most, we also realize that you are unique with a different set of needs and desires than anyone else, so a suitable plan can only be made after sitting down to truly understand what you need and want. Our personalized service will focus on you, your needs, wants, and financial goals and objectives.
While we are located in Indianapolis, Indiana, we have clients throughout many parts of the U.S. Please contact us to set up a meeting to get started on your customized plan. We can always arrange a phone call or video conference meeting, as well!
Helpful Content
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here’s a crash course on saving for college.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.