With fall fully underway, it’s natural to think about holidays—and the year wrapping up. It’s also the perfect moment to…

The Government Shutdown: What It Means for You As of midnight Tuesday September 30, the U.S. government shut down after…

Earlier this year, Maryland enacted significant tax changes as part of the Budget Reconciliation and Financing Act of 2025. Below…

CELEBRATING A MILESTONE: BETSY FLEMING JOINS OWNERSHIP TEAM AT AFM We are particularly thrilled to announce that Betsy Fleming, who…

An estate plan typically focuses on your financial assets and your healthcare wishes. But most of us have a digital…

Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed…

As financial scams become more sophisticated, Americans are losing more than just money; they’re losing peace of mind. In 2024…

FOUNDATION FOR FINANCIAL PLANNING’S 30TH ANNIVERSARY CELEBRATION The Foundation for Financial Planning (FFP) has powered pro bono financial planning services…

Tax legislation might not be top of mind during the summer, but the newly passed One Big Beautiful Bill Act…

U.S. stocks have delivered remarkable returns over the past ten years as noted in the chart below, prompting some investors…

AFM NAMED IN FINANCIAL PLANNING’S 52 BEST RIAS TO WORK FOR We were named one of the 52 best RIAs…

What is Tax-Loss Harvesting? Tax-loss harvesting is when an investment is sold at a loss to help reduce your tax…

Challenging Start to the Year for Stocks It was a rough March for stocks, capping off a weak quarter to…

As long-promised (and widely-signaled) tariffs kick in, you might notice prices creeping up on everything from tech gadgets to jeans,…

Congratulations are in order! You planned, saved money for education expenses, and now your child is off to college. But…

If your Social Security benefits were reduced by a government pension, you may be entitled to a higher payout, thanks…

When used correctly, a 401(k) account is one of the most powerful retirement savings tools available. However, many individuals unknowingly…

As we approach 2025, it’s important to review some key numbers that could affect various aspects of your financial plan:…

Imagine spending a lifetime building wealth and nurturing relationships, only to have your legacy unravel due to overlooked details. Estate…

Mixed Month for Markets December was a mixed month for markets, as investors pulled back from most U.S. stocks due…

JOSH KAPLAN PROMOTED TO FINANCIAL ADVISOR Please join us in congratulating Josh on his promotion to financial advisor! Josh joined…

Stocks Rally in September Stocks continued their recent rally in September, with all three major U.S. indices up for the…

2024 Year-End Financial Planning Checklist As we approach the end of 2024, it’s time to take a good look at…

Navigating healthcare options and costs can be complex for anyone, and even more so for those dealing with dependent care…

Probate is the legal process in which a court oversees the distribution of a deceased person’s assets. While it ensures…

RYAN WAS NAMED ONE OF ADVISORHUB’S 1,000 ADVISORS TO WATCH Ryan Fleming was named one of Advisor Hub’s 1,000 Advisors…

  The Federal Reserve cut interest rates by 0.50% in mid-September, the first rate cut since they began raising rates…

Summer vacations offer a welcome break from the daily grind, providing a chance to recharge. However, rising travel costs can…

Giving generous gifts to causes you deeply care about can be immensely fulfilling. Knowing the ways to gift and donate…

The U.S. government provides eligible individuals a monthly Social Security check to offer financial support during retirement. This system, funded…

  June Rally Caps Solid Quarter for Stocks Markets continued to rise, with all three major U.S. indices growing in…

  SUMEDHA’S 5-YEAR ANNIVERSARY We celebrated Sumedha Malhotra’s 5-year anniversary at AFM! Our team gathered for an unforgettable lunch at…

  June Rally Caps Solid Quarter for Stocks Markets continued to rise, with all three major U.S. indices growing in…

A Health Savings Account (HSA) is a tax-advantaged vehicle designed for individuals covered under a high-deductible health plan (HDHP) to…

Amidst the labyrinth of retirement planning, one beacon shines particularly bright: the Roth IRA. If you are looking for flexibility…

ALEXANDRA ARMSTRONG AWARDED THE INAUGURAL ‘ALEXANDRA ARMSTRONG EMPOWERMENT AWARD’ Our Founder and Chairman Emeritus, Alexandra Armstrong, was awarded Commonwealth Financial…

Losing a spouse is emotionally challenging, and during this difficult time understanding Social Security benefits becomes crucial. As a widow…

An inheritance can be a blessing and a curse, a blessing because the assets passed down can provide financial stability,…

ALEXANDRA ARMSTRONG AT THE INVESTMENTNEWS’ ANNUAL WOMEN TO WATCH SUMMIT Our Founder and Chairman Emeritus, Alexandra Armstrong, attended InvestmentNews’ annual…

  Quick Hits 1. Solid December Caps Strong Year for Markets 2. Fixed Income Continues to Rally 3. Economic Updates…

As college costs continue to rise, families must explore various avenues to support their student(s)’ education. To access a multitude…

Investing is a powerful tool that can help build your wealth and secure your financial future. However, there are plenty…

  September Sell-off Caps Challenging Quarter Equity markets fell for the second consecutive month in September, causing all three major…

Changing jobs is a significant life event that often comes with excitement, new opportunities and challenges. Whether you’re looking for…

Every fall, there is a new batch of high school seniors stressing out as they realize that soon they will…

It’s easy to fall victim to phishing attacks, especially ones we’ve never encountered before. As such, AFM continues to take…

ALEXANDRA ARMSTRONG AT THE ANNUAL WOMEN TO WATCH SUMMIT Our Founder and Chairman Emeritus, Alexandra Armstrong, attended InvestmentNews’ annual Women…

As part of our firm’s 40th anniversary celebration, we’re showcasing the stories of our principals as part of a video…

  Equity Markets Surge in June June was a strong month for equity markets as resolution of the debt ceiling…