STRATEGIES FOR THE
DAYS AHEAD.
goals and needs. Our primary focus is to help protect our client’s principal and earned
interest, while providing income that they can never outlive.
FUTURE, KNOWLEDGE IS THE CRITICAL
FIRST STEP.
YOU IN THE FINANCIAL KNOW.
Welcome To AIM Safe Money Advisors Website
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
Insurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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Educational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.
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AIM SAFE MONEY ADVISORS BLOG
US equity markets took a step back last week in what turned out to be a very busy week. Increased yields on the long end of the curve prompted Treasury Secretary Scott Bessent to double buybacks of 10- to 30-year US Treasuries in an effort to temper the rise in...
Inherited Roth IRAs and Contributions: today’s Slott Report Mailbag
Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a Roth IRA from a sister who was one year younger than me. If I choose to stretch distributions over my life expectancy, which chart do I use, and whose age do I use for the first required minimum distribution...
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