8440 Woodfield Crossing, Suite 490 

Indianapolis, IN 42460

Office:  (317) 536-7901
Email:   eric@goamicus.com

Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

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

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

How Income Taxes Work

A quick look at how federal income taxes work.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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