Who We Are
As an independent and focused practice, we believe our lifelong commitment to our clients sets us apart from other firms.Learn More
How We Can Help
Knowledge is key for confidently making decisions. Through our process, we address your financial concerns.Learn More
What We Do
From building to preserving to distributing wealth, our services are designed to address your goals throughout life.Learn More
Your Financial Partner
At AJH Wealth Management, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.
We are an independent financial services firm serving clients in all stages of life, from young professionals to retirees. Wherever they are in life, we can help them create a roadmap that connects today’s reality with tomorrow’s opportunities.Contact Us
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Three Key Questions to Answer Before Taking Social Security
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A quick look at how federal income taxes work.
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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”