How to Teach Children Good Financial HabitsJanuary 23, 2023As 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 RetirementJanuary 23, 2023Factors to consider when relocating to another state in retirement When people retire, many choose to stay in their same…
Secure Act 2.0: What the new legislation could mean for youJanuary 23, 2023The SECURE Act, passed in 2019, made changes to a variety of rules regarding retirement accounts. This act was passed…
Market Update for the Quarter Ending December 31, 2022January 23, 2023 December Sell-Off Caps Turbulent Year Markets sold off in December, with the negative month contributing to mixed results for…
AFM News & Notes – Fourth Quarter 2022January 23, 2023AFM CELEBRATES JOAN’S 15TH ANNIVERSARY! AFM was excited to celebrate Joan’s 15th anniversary with the firm. We enjoyed a fantastic…
AFM News & Notes – Third Quarter 2022October 26, 2022AFM CELEBRATES MARY’S 20TH ANNIVERSARY! AFM was excited to celebrate Mary’s 20th anniversary with the firm. We enjoyed a fantastic…
Net Unrealized Appreciation: The Benefit of Owning Company Stock in an Employer-Sponsored Retirement PlanOctober 26, 2022Many companies offer their employees the opportunity to own their employer’s stock in a tax-deferred employer-sponsored retirement plan. The idea…
Student Loans – Loan Forgiveness & Other BenefitsOctober 26, 2022For those struggling to repay student loans, President Biden’s announcement in August 2022 that a portion of federal loans could…
Financial Aspects of Selecting a Retirement CommunityOctober 26, 2022In my last article, I talked about making the decision to move to a Continuing Care Retirement Community (CCRC). This…
Market Update for the Quarter Ending September, 30 2022October 26, 2022SEPTEMBER SELL-OFF CAPS CHALLENGING QUARTER Equity markets saw widespread declines in September, wiping out gains from earlier in the quarter…