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.
Downloads
AIM Safe Money Advisors Downloads
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
Roth IRA Conversions Do Not Count for Roth IRA Contribution Eligibility
By Andy Ives, CFP®, AIF® IRA Analyst If a person wants to make a Roth IRA contribution, there are two primary hurdles to get over. First, a person must have taxable compensation to make the contribution. Items like W-2 wages, commissions, professional fees or bonuses...
Weekly Market Commentary
qqwe The S&P 500 was unable to make it a 10th straight week of gains as the market pulled back sharply late in the week amid a sense that the AI trade may have gone too far, too fast. Technology issues were absolutely hammered on Thursday and Friday after...
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