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A Mid-Year Financial Review: Are You Still on Track?
Financial check-ins aren’t something that should happen only once a year. Life happens: your goals, priorities, taxes, and markets shift…
Expecting the Unexpected: Budgeting for Unpredictable Careers
Conventional financial planning advice is starting to show its age. It was originally intended for people with a stable salary,…
Meet our Summer Intern Class of 2026!
This summer, we are thrilled to welcome five stellar interns to the AFM team! Zach Di Girolamo, Isabella Che,…
Estate Planning: Protecting Complexity and Preserving What Matters Most
As your income and net worth grow, estate planning often takes on new dimensions of complexity. Simple planning decisions can…
The Psychological Side of Money: Managing Stress and Decision Fatigue
Picture this: you’re wrapping up another demanding workday when you take a moment to glance at your investment portfolio. The…