The Aldrich Wealth Management Group is dedicated to providing the best in personal Wealth Management for individuals and Transition Planning for the family business owner.
Daniel B. Aldrich, Owner/President
CA Insurance # 0801846
The Aldrich Wealth Management Group is dedicated to providing the best in personal Wealth Management for individuals and Transition Planning for the family business owner.
Daniel B. Aldrich, Owner/President
CA Insurance # 0801846
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.
How much can you afford to pay for a car?
How much do you need to save each year to meet your long-term financial goals?