Ames Financial Group

WELCOME TO AMES FINANCIAL GROUP!

Our passion is helping PrimeLife Women and Business Owners visualize the best life for themselves and their families.  Then we take those dreams and put them into action to help you live your BEST LIFE EVER!

There are different paths you can take to pursue your dreams.  What is the best path for you?  We inform you on the various alternatives so you can make sound decisions for yourself and your family.   The planning process will start with the basics and lead up to the complex concepts depending on your desires and situation.  We believe that knowledge is power.

This web site through the newsletters, articles, calculators and seminars are the start of the financial learning process.  Visit us often as we're constantly adding new material.  

CLICK HERE TO RECEIVE OUR E-NEWSLETTER

 If you have any questions or want to schedule a meeting to discuss your particular situation, you can email us at susan.ames@ingfp.com or call  (561) 819-0606.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Interest

What's the interest rate on the lease you're considering?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

More Newsletters →