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!
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Learn a little about worldwide currency in this fun infographic
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A few strategies that may help you prepare for the cost of higher education.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.