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retirement

is not a good plan

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We offer personalized advice to our clients in-person, but we've also written a series of articles here on our website to help you demystify the lingo and get a handle on the basics of investing and finance.

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Fee-Only Financial Managers with a Fiduciary Responsiblity to our Clients

Learn how we can help you plan for the future

About Attentive Investment Managers

Attentive Investment Managers, Inc. is a fee-only independent Registered Investment Advisor located in Stockton, California. At AIM, we work with each client to create and manage their investment portfolio, while meeting their stated objectives for growth, income, and risk tolerance.

Whether you're a first-time investor wanting to take control of your financial future, or a seasoned investor with a large portfolio, we can help. Our experienced investment advisors can help you craft a plan and manage your portfolio, including 401k and Roth IRA accounts, educational savings accounts, SEP retirement programs, individual investment accounts and more.

Schedule a free, no-obligation consultation to find out if AIM is the best fit for you and your financial future!

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Financial News and Tips from Attentive Investment Managers

17 July 2019
Withholding Changes
Withholding Changes
Taxes
The new tax law made it hard to know how much to withhold from your paycheck every few weeks. As a result, many people withheld less than they might otherwise have, and either received a smaller rebate than expected or had to pay additional taxes in ...
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03 July 2019
Health Savings Accounts - HSA
Health Savings Accounts - HSA
Health
Health savings accounts are accounts that are paired with high-deductible health plans. They are also a tax-efficient way to save for retirement offering savers a triple tax advantage, via tax-free contributions, investment growth and withdrawal (if ...
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20 June 2019
Understanding Medicare
Understanding Medicare
Finances
Health
Retirement is just over the horizon and while most people have making ends meet during that period on their minds there is another extremely important part of aging that should be explored. Medicare! There is a 7-month initial enrollment period that ...
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23 May 2019
401(k) Options After Separation from Service or In Retirement
401(k) Options After Separation from Service or In Retirement
Investments
When you have a job change or are facing retirement there are a number of decisions that need to be made. One of the more significant ones is what to do with your 401(k). The choice may seem straight-forward but it is anything but. When making this d...
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07 May 2019
Tariffs, Trade and the Ultimate Goal with Agreements with China
Tariffs, Trade and the Ultimate Goal with Agreements with China
Economy
It is clear that any perceived direction of the trade talks or tweets from the President regarding tariffs are market movers. No one, with the exception of a few insiders, really knows the true status of the ongoing negotiations between the U.S. and ...
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02 April 2019
In-Service Withdrawals
In-Service Withdrawals
Investments
Finances
Many believe that their money is locked in when you are a participant in a 401(k) or profit sharing plan through an employer where you are a participating and current employee. However, certain qualifying events allow employees to access their vested...
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