AMP Financial Services

May freedom reign in every aspect of our lives!

AMP Financial Services hopes that the holiday season will be gentle.

Please read the article attached when you get the chance. It is a short but insightful read.

May the new year ahead offer a sense of renewal for a life of purpose.

If The Holidays Aren't Happy - The Path Less Taken And I’m not especially happy. I enjoy certain aspects of the holidays to be sure, and I’m privileged in a lot of ways. But seasonal depression gets me every year, and my baseline in December tends to be mild to … Continue reading →

Let's be thankful that there is a FREE financial literacy campaign that aims to educate families to gain financial independence.
Please join us on Nov 19, 2022, Saturday, at the Fort Lee Financial Center. There are English and Spanish overviews.

FREE Application for Federal Student Aid (FAFSA)

EFC=Expected Family Contribution is a major factor for computing the maximum financial aid we can get for our college children.
What are the components of EFC?

What is the difference between Includable and Excludable Family Assets?

Is it better for kids to be working and/or have assets in their names? The answer may surprise you.

If you want to understand this better, our team of licensed financial professionals can help navigate through this for FREE (and provide more FREE financial education regarding diversification and re-allocation of assets).

Please do not hesitate to PM us. Thanks.

📷: dreamstime

AMP Financial Services support the Grand Opening of Fort Lee Financial Center in New Jersey!
October 8, 2022, Saturday

"If you want to lift yourself up, lift up someone else." – Booker T. Washington

Please join us on Saturday, September 24, 2022 from 10 am to 12 nn for a couple of hours of free financial literacy.
Hope to see you there!

This past June 2022 (and ongoing in some other countries), we saw numerous graduation pictures shared by family and friends, as a source of pride and celebration, as children in various education levels move up and on to the next chapter of their lives.

Are we helping them secure their future with the proper planning for college?

Do we have the right tools to maximize student aid so that they are not wallowing in student debt once they graduate from college or post-graduate studies?

Thankfully, we have resources such as the Heartland Institute of Financial Education (HIFE) that can assist us. HIFE is among the over 100 companies we work with. Please contact us for details. Thank you.

📷: page of the Heartland Institute of Financial Education

Memorial Day 2022
We honor your courage and love for our country.

MAY is Senior Citizens Month or
Older Americans Month

How well are we treating the senior members of our family?
How well are they prepared for their retirement?
How about us?
How well are we preparing for our retirement?

https://acl.gov/oam/history

In the US, we have to submit our income tax returns every April 15. (For this year, 2022, deadline was April 18.)

For true diversification of assets/portfolio, we have to have at least 1 type of financial solution in each of these 3 tax buckets.

Not sure if you do? Please connect with us so we can find out.

Let's pay ourselves first!

POWER Couple
COUPLE Power
On March 18, 2022, we had a Grand Opening of our Financial Literacy Office
co-located in our Physical Therapy Office.
As our cover photo states, "The greatest wealth is health." ~ Virgil
* Please like our page. Please let us know how we can help with the goal of achieving financial freedom. Thanks.