Financial Strategies 1Q 2017

Market Update First Quarter 2017

Markets continue to post positive results this year.
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Financial Implications of Moving to a CCRC

In the last two newsletters, we talked about why you should consider moving to a continuing care retirement community (CCRC) and how you should start searching for one.  Now, we will give you a brief overview of the financial issues involved in making that decision. 
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SAGE Tuition Rewards

We are excited to announce that AFM clients are now eligible to provide a unique benefit to family members – the opportunity for the students in your immediate & extended family to earn discounts on tuition at an expanding national “network” of 370+ private colleges and universities. 
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Using Upromise to Pay for College

Whether you are looking for a way to save for your child’s college, deal with your own student loan debt, or earn rewards for yourself, Upromise might be a way to give your efforts a boost. Upromise is a subsidiary of the student loan giant Sallie Mae, which offers members a unique way to save for tuition and pay off student loans using rewards for everything they buy, and it is free to sign up. 
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AFM News & Notes

We are excited to introduce our two newest team members, Valerie Donely and Emilia White! 
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