As a parent, you play a vital role in shaping children’s financial habits and future success. Teaching children about money…

Factors to consider when relocating to another state in retirement When people retire, many choose to stay in their same…

The SECURE Act, passed in 2019, made changes to a variety of rules regarding retirement accounts. This act was passed…

  December Sell-Off Caps Turbulent Year Markets sold off in December, with the negative month contributing to mixed results for…

AFM CELEBRATES JOAN’S 15TH ANNIVERSARY! AFM was excited to celebrate Joan’s 15th anniversary with the firm. We enjoyed a fantastic…

AFM CELEBRATES MARY’S 20TH ANNIVERSARY! AFM was excited to celebrate Mary’s 20th anniversary with the firm. We enjoyed a fantastic…

Many companies offer their employees the opportunity to own their employer’s stock in a tax-deferred employer-sponsored retirement plan. The idea…

For those struggling to repay student loans, President Biden’s announcement in August 2022 that a portion of federal loans could…

In my last article, I talked about making the decision to move to a Continuing Care Retirement Community (CCRC). This…

SEPTEMBER SELL-OFF CAPS CHALLENGING QUARTER Equity markets saw widespread declines in September, wiping out gains from earlier in the quarter…