Advisors Management Group, Inc.

07/17/2026

We look forward to seeing everyone tomorrow at the 1st Annual AMG Summer Fun 5K Run/Walk at Pettibone Park in La Crosse!

Participants are encouraged to arrive between 8:30 and 8:45 AM. Public parking will be available in the beach lot, and check-in will take place at the gazebo.

If you have not registered yet, registration is still open online and will remain open through 8:00 AM tomorrow.

Participants are welcome to run or walk, and 100% of the proceeds will benefit the Boys & Girls Clubs of Greater La Crosse.

Registration is $30 per person, plus a small signup fee, and a post-race lunch will be provided for participants.

Register here: https://5k.advisorsmanagement.com/

We look forward to seeing you at the starting line!

07/16/2026

Live on News 8 Now / News 8000 This Morning!

Thank you to WKBT News 8 for having Jenna Deets and Luke Spink from Advisors Management Group on the show to talk about our 1st Annual AMG Summer Fun 5K Run/Walk, happening this Saturday, July 18, at Pettibone Park in La Crosse.

Participants are welcome to run or walk, and 100% of the proceeds will benefit the Boys & Girls Clubs of Greater La Crosse.

Registration remains open online through 8:00 AM Saturday, and participants may also register in person at the event.

Online registration link: https://5k.advisorsmanagement.com/

We hope to see you Saturday!

LA CROSSE, Wis. (WKBT) — Advisors Management Group is bringing the community together this weekend for a cause that matters locally.

07/15/2026

Today is National Give Something Away Day, a day that encourages people to donate items they no longer need and support organizations that make a difference in their communities.

Whether you're donating clothing, household goods, or making a financial contribution to a charitable organization, giving back can have a meaningful impact.

Depending on your individual circumstances and current tax laws, charitable giving may also have financial planning and tax considerations.

If charitable giving is part of your long-term goals, it may be worthwhile to consider how it fits into your overall financial plan.

If you would like to discuss your financial goals or learn more about our financial planning services, please contact us: https://advisorsmanagement.com/locations/

07/13/2026

Retirement planning often evolves over time as financial priorities, career paths, and personal goals change.

While there is no one-size-fits-all approach, each decade may bring new planning considerations.

Early in your career, the focus may be on building savings habits and understanding retirement plan options. As retirement gets closer, topics such as retirement income, Social Security, Medicare, and estate planning may become more relevant.

The planning considerations highlighted in this graphic provide a general framework, but every financial situation is unique and should reflect your individual goals and circumstances.

If you would like to discuss your retirement goals or learn more about our financial planning services, please contact us: https://advisorsmanagement.com/locations/

07/11/2026

The 1st Annual AMG Summer Fun 5K Run/Walk is one week from today!

We’re looking forward to seeing everyone next Saturday, July 18, at Pettibone Park in La Crosse.

If you haven’t registered yet, there’s still time to sign up. Participants are welcome to run or walk, and 100% of the proceeds will benefit the Boys & Girls Clubs of Greater La Crosse.

Registration is $30 per person, plus a small signup fee, and a post-race lunch will be provided for participants.

Register here: https://5k.advisorsmanagement.com/

We look forward to seeing you there!

07/10/2026

Many people assume they need to reach a certain income level or accumulate a large investment portfolio before working with a financial advisor.

In reality, financial planning often involves much more than how much money you currently earn or have invested.

Depending on an individual's circumstances, financial planning discussions may include retirement planning, tax considerations, estate planning, insurance needs, cash flow management, education savings, or other long-term financial goals.

Because every financial situation is different, financial planning is often less about reaching a specific dollar amount and more about understanding how current financial decisions align with future goals and priorities.

Learn more about our financial planning and investment management services: https://advisorsmanagement.com/locations/

07/09/2026

No two financial situations are exactly alike.

Goals, timelines, income needs, risk tolerance, and personal priorities can vary from one individual to the next.

Because of this, financial decisions are often most effective when considered within the context of a broader financial plan.

Areas such as retirement planning, investments, tax considerations, insurance needs, cash flow, debt management, and estate planning can all play a role in the bigger picture.

At Advisors Management Group, we work with clients to understand their unique circumstances, financial goals, and long-term priorities as part of developing a personalized financial strategy.

Learn more about our financial planning and investment management services: https://advisorsmanagement.com/

07/07/2026

Financial priorities often evolve throughout different stages of life.

Whether you are early in your career, raising a family, preparing for retirement, or living in retirement, the financial decisions and planning considerations you face may look very different over time.

While age can provide a helpful framework, major life events such as marriage, career changes, homeownership, caring for aging parents, becoming an empty nester, or receiving an inheritance can also influence financial priorities and long-term goals.

This article looks at common financial planning considerations that may arise during different stages of life and how financial priorities often shift over time.

Read the full article: https://advisorsmanagement.com/tools-resources/blog/financial-planning-considerations-by-life-stage/

If you would like to discuss your financial goals or learn more about our financial planning services, please contact us: https://advisorsmanagement.com/locations/

07/06/2026

Our New Website is Now Live!

Whether you're planning for retirement, looking for tax or accounting services, exploring business consulting solutions, or simply searching for answers to financial questions, our updated website makes it easier to find the information and resources you need.

You'll find detailed information about our services, educational articles covering a wide range of financial topics, introductions to our team, and simple ways to connect with us when you're ready to start a conversation.

Visit our new website: https://advisorsmanagement.com/

07/05/2026

Please join us in congratulating Julie Stelmaszewski on her 9-year anniversary with us!

Julie is part of our Tax and Accounting Team. As an accountant, she prepares monthly reconciliations, maintains client books, supports our lead accountants and prepares individual tax returns.

Thank you, Julie, for your hard work, dedication and commitment to AMG. We are grateful to have you on our team!