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Industry Insights Index

AMJ Financial keeps you informed and up-to-date with unique industry analysis. Check out:
June 6, 2023
Couples Can Soon Put Over $10,000 a Year Into Health Savings Accounts

IRS announces higher HSA contribution limits for 2024  By Ashlea Ebeling The Internal Revenue Service recently announced the largest ever increase to the amount Americans can set aside in health-savings accounts each year. For 2024, the maximum HSA contribution will be $8,300 for a family and $4,150 for an individual. That is up from $7,750 for […]

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May 23, 2023
Get Going Now to Renew a Passport

Travelers should expect longer waits to get their passports renewed—but there are options to speed up the process. By Allison Pohle, Wall Street Journal _____________________________________________ If you haven’t yet renewed your passport ahead of international summer travel, prepare to pay plenty to fix the problem. Wait times for passports have increased across the board in […]

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May 16, 2023
Angela Bender Completes Advanced Training

Angela Bender Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC  Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws   Angela Bender, CFP® and managing partner of AMJ Financial Wealth Management, recently completed her […]

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May 16, 2023
Signs That Your Email or Social Media Account Has Been Hacked

You might have been hacked if your social media account has posts you didn’t make, you can’t log into your email or social media account, your Sent folder has messages you didn’t send or has been emptied, friends and family are getting emails or messages you didn’t send, sometimes with random links or fake pleases […]

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May 9, 2023
We hope your iPhone never gets stolen. But, just in case ...

Here’s how to enable security settings, diversify data backups and freeze your credit By Nicole Nguyen and Joanna Stern, Wall Street Journal Since reporting on a rash of iPhone thefts that rob victims of their digital lives, we’ve heard from lots of readers with one big question: How do I protect my precious assets—from photos in the […]

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March 14, 2023
Silicon Valley Bank - Update 3/14/2023

By:  Philip Blancato, President & CEO, Ladenburg Thalmann Asset Management Overview:  Silicon Valley Bank (SVB), a significant financial lender servicing venture capital firms and tech companies was shut down by California regulators on March 10, 2023. At the time, SVB was the 16th largest bank in the U.S., with over $212 billion in assets. SVB […]

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November 29, 2022
The Top 5 Financial Scams Targeting Older Adults

By Genevieve Waterman, Director, Economic and Financial Security – National Council on Aging Key Takeaways Scams targeting older adults are on the rise. In 2021, there were 92,371 older victims of fraud resulting in $1.7 billion in losses. The most common financial scams targeting older people include government impersonation scams, sweepstakes scams, and robocall scams. […]

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November 15, 2022
Stay away from scams this Medicare Open Enrollment Period

By: Gema de las Heras Consumer Education Specialist – Federal Trade Commission November 4, 2022 If you or one of your loved ones are on Medicare, you’re probably aware that open enrollment ends on December 7. And you’re probably reviewing and comparing different options to select a plan that’s right for you. But as you shop […]

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November 8, 2022
Angela Bender Completes Advanced Training

Angela Bender Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Angela Bender, managing partner of AMJ Financial Wealth Management completed her semiannual training with America’s IRA […]

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