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!
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Tips on insuring your teen driver.
To choose a plan, it’s important to ask yourself four key questions.
The uncertainties we face in retirement can erode our sense of confidence.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Have you explored all your options when it comes to managing your taxable income?
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
Check out this video to begin separating fact from fiction.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.