Financial Strategies 4Q 2017

Market Update Fourth Quarter 2017

A truly remarkable year for markets brought record numbers for many investors. An analysis of this quarter and the year to date's performance is brought to you by our founder Alexandra Armstrong. Read More

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

In light of these sweeping changes, 2018 should result in a complete review of your financial snapshots. An overall review of income, assets, and balance sheet is important in order to get a clear picture of how the significant changes to individual income taxation will affect you and your family in the years to come. Carl Holubowich provides a breakdown of some of the most crucial pieces of information. Read More

Long Term Care Coverage is Not One-Size-Fits-All

Depending on the policy options you select, long-term care insurance can help you pay for the care you need, whether you are living at home or in an assisted living facility or nursing home. The insurance might also pay expenses for adult day care, care coordination and other services. Read More

Universal Design: Staying Safe with Cutting Edge Design

For the architects, designers and builders behind the movement, universal design is for everyone. We recommend making some of these changes before you are required to do so. Read More

Best Books on Aging, Dementia, and Serious Illness

A tough but persistent fact of life, we are happy to share 5 books selected and reviewed by Amy Florian, author and CEO of training company Corgenius. These are all excellent resources on the challenges of elder caregiving and the issues such as dementia and serious illness that make it necessary. Read More

AFM News & Notes:

  • Please join us in welcoming our newest member of our Client Services team, Molly Jordan!
  • AFM's Annual Winter Charity Event - Pics & More!
  • Mary Moore and Joan Collins both celebrated their anniversaries at AFM!
  • Read More