Financial Strategies 2Q 2017

Market Update Second Quarter 2017

Global stock markets collectively had their best opening half year in years, but turbulence in the last week of June could be a harbinger of greater volatility..

Read More

Trees Don’t Grow to the Sky

Half way through 2017, the economy and the markets remain on solid footing.   In fact, the U.S. stock market has not posted an annual loss in 8 years.   At some point (which no one can reliably forecast) the market will decline, and decline enough to enter bear market territory of –20% or more.

Read More

Moving to a CCRC

This is the last in a series of articles about Continuing Care Retirement Communities (CCRC’s). Some CCRC’s are now calling themselves “Life Plan Communities,” but CCRC is the most common term. If you are thinking about moving to a CCRC, the first thing you have to decide is whether you want to stay in the same area where you are currently living or whether another area beckons to you.

Read More

Planning Ahead for Life's Final Event

Our business is financial planning. We believe that establishing goals and helping our clients achieve them is important.  However, one event is tough for everyone to plan for—and that is death! Inevitable though it may be, we all think that if we ignore it, we can prevent it from happening, or at least postpone it! 

Read More

Find Missing Money!

Do you every wonder where lost treasures end up?  States oversee unclaimed property ranging from securities, uncashed dividend checks and inactive mutual fund accounts to dormant bank accounts. In addition to money and securities, unclaimed property includes tangible property such as watches, jewelry, coins, currency, stamps, historical items and all kinds of goodies found in abandoned safe deposit boxes.

Read More

NextGen Corner - Consolidating Student Debt

Regardless of whether you just graduated from college or are a few years removed, if you’re one of millions of Americans dealing with student debt, you know how complicated managing payments can be, especially if you have multiple loans with just as many lenders.

Read More

AFM News & Notes

We are excited to introduce our newest team member, Nicolette Divicino! 

Read More