Premium Credit Cards: Why Paying a Premium Fee Can Deliver Value
Several years ago, I remember telling a client they should consider applying for a credit card with a $500 annual…
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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…