Year-End Planning & Tax Tips
With fall fully underway, it’s natural to think about holidays—and the year wrapping up. It’s also the perfect moment to…
Money and Meaning: Aligning Your Finances with What Matters Most
When it comes to money, it’s easy to focus on numbers—budgets, returns, and debt ratios. But real financial success isn’t…
Understanding the Differences: HSAs, FSAs, and Dependent Care FSAs
Navigating healthcare options and costs can be complex for anyone, and even more so for those dealing with dependent care…
What’s New in Charitable Giving?
For non-profit organizations and charitable foundations, the beginning of the Fall season is eagerly anticipated each year; and it’s not…
Preventing Over-indebtedness
Before the COVID-19 pandemic, a large portion of the country was struggling with debt and many estimate that one in…
How Earlier and Recurring Charitable Gifts Can Really Help!
One of the many great things about this time of year is the increased amount of charitable giving and overall…
Know the Rules to Avoid 529 Distribution Mistakes
As a continuation of one of our recent blog posts on 529 accounts, we now wanted to focus in on the various…
ESG and SRI Investing: 2020’s Silver Lining?
As the dust settles on a year that was like no other, we can now look back at 2020 and…
Trends Point to Rise of ESG Investing
Although the U.S. was not yet on lockdown as result of Covid-19, the stock markets began to sell off in…
Investment in Your Values: A Review of ESG and SRI Investing
Here at AFM we’ve always been concerned with, and in some cases involved in, promoting positive social issues and sustainable,…