AFA Blog

Insurance When You Marry After 40

Insurance When You Marry After 40
Insurance When You Marry After 40 With people marrying later in life these days, coverage has become even more important. Provided by American Financial Advisors   When you marry, you buy life insurance. Right? You buy it out of consi...
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Economic Lessons from Used-Car Inflation

Economic Lessons from Used-Car Inflation
Economic Lessons from Used-Car Inflation Various factors drive used car prices. Provided by American Financial Advisors   Inflation is defined as the general upward price movement of goods and services in an economy. The key word is “...
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The Cryptocurrency Conundrum

The Cryptocurrency Conundrum
The Cryptocurrency Conundrum It’s more important than ever to be aware of your risk tolerance. Provided by American Financial Advisors   Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-o...
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Summer Travel is Back!

Summer Travel is Back!
Summer Travel is Back! Summer travel stats show an industry in recovery. Provided by American Financial Advisors   One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and ...
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College Funding Choices

College Funding Choices
College Funding Choices  Explore the different ways you can help finance the costs of higher education. Provided by American Financial Advisors   How can you help cover your child’s future college costs? Saving early (and often) may b...
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Inflation Outlook for 2021

Inflation Outlook for 2021
Inflation Outlook for 2021 Is the Fed ahead or behind in its monetary policy regarding inflation? Provided by American Financial Advisors   As our nation continues to recover from the effects of COVID-19, one economic trend has been c...
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The Fed’s Taper Rehearsal

The Fed’s Taper Rehearsal
The Fed’s Taper Rehearsal The talk is of tapering, and it’s making investors nervous. Provided by American Financial Advisors   The Federal Open Market Committee (FOMC) released the minutes of its April meeting last week. The report s...
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Inflation Can Be a Scary Word

Inflation Can Be a Scary Word
Inflation Can Be a Scary Word There are compelling reasons to adopt a wait-and-see approach. Provided by American Financial Advisors   Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but m...
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219 Hits

What Forces Are Driving the Housing Market?

What Forces Are Driving the Housing Market?
What Forces Are Driving the Housing Market? Many hopeful homebuyers are having issues securing a home. Provided by American Financial Advisors   Recently, you may have seen reports that a record-low number of homes are available for s...
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Debate Starts on Capital Gains Tax

Debate Starts on Capital Gains Tax
Debate Starts on Capital Gains Tax What to expect and why. Provided by American Financial Advisors    Now and again, the price action on Wall Street can surprise even the most seasoned investors.   Look no further than when Pr...
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Patrick Viglotti Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC

Patrick Viglotti Completes Advanced Virtual Training from  America’s IRA Experts at Ed Slott and Company, LLC
Patrick Viglotti, Adviser and Member of American Financial Advisors, LLC completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop April 29-30, 2021. The invite-only workshop was ...
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Investor Sentiment Is Shifting

Investor Sentiment Is Shifting
Investor Sentiment Is Shifting This year, markets have experienced an odd phenomenon. Provided by American Financial Advisors   A recent survey shows that 63% of investors are more interested in protecting their financial assets and p...
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2021 Retirement Confidence Survey

2021 Retirement Confidence Survey
2021 Retirement Confidence Survey A deep dive into workers' expectations in retirement versus actual income sources. Provided by American Financial Advisors   Will your retirement dreams match your reality?   That's perhaps th...
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Guarding Against Identity Theft

Guarding Against Identity Theft
Guarding Against Identity Theft Take steps so criminals won’t take vital information from you. Provided by American Financial Advisors    America is enduring a data breach problem. As many workers traded in the office for remote work,...
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Qualified Charitable Distributions

Qualified Charitable Distributions
Qualified Charitable Distributions A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by American Financial Advisors   Do you have an I.R.A.? As you enter your 70s, you may start to look at th...
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The American Rescue Plan Makes FSAs a Little More Flexible

The American Rescue Plan Makes FSAs a Little More Flexible
The American Rescue Plan Makes FSAs a Little More Flexible The act boosts the amount that companies can allow workers to deposit. Provided by American Financial Advisors   For those with a Dependent Care Flexible Spending Account (FSA...
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Investing During Periods of Inflation

Investing During Periods of Inflation
Investing During Periods of Inflation What does inflation mean for your investments? Provided by American Financial Advisors   In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in ord...
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It’s All About Bonds

It’s All About Bonds
It’s All About Bonds Long bond yields may increase for several reasons. Provided by American Financial Advisors   There’s an old Wall Street maxim that says, “markets climb a wall of worry.” And these days, there’s plenty to worry abo...
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Tax Efficiency in Retirement

Tax Efficiency in Retirement
Tax Efficiency in Retirement What role should taxes play in your investment decisions? Provided by American Financial Advisors      Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will re...
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The New Inherited I.R.A. Rules

The New Inherited I.R.A. Rules
The New Inherited I.R.A. Rules Do you know what has changed for I.R.A. beneficiaries? Provided by American Financial Advisors   New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement E...
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298 Hits

The Shadow of Inflation

The Shadow of Inflation
The Shadow of Inflation How could recent legislation impact the economy? Provided by American Financial Advisors   We are sure you’ve heard that the House recently passed the Senate another round of stimulus to try and counteract the ...
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Economic Predictions: What Lies Ahead?

Economic Predictions: What Lies Ahead?
Economic Predictions: What Lies Ahead? Here’s what the financial forecast may have in store. Provided by American Financial Advisors   It can be easy to overlook the nation’s solid economic fundamentals when the financial media splash...
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Oil Prices on the Move

Oil Prices on the Move
Oil Prices on the Move What to know about the recent rally. Provided by American Financial Advisors   At this time last year, it was still unknown that a deadly global pandemic was on the rise, eventually stalling economic growth and ...
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Will Updated I.R.S. Tables Create an Opportunity for Retirees?

Will Updated I.R.S. Tables Create an Opportunity for Retirees?
Will Updated I.R.S. Tables Create an Opportunity for Retirees? Life expectancy table updated for the first time since 2002. Provided by American Financial Advisors   If you are retired and have reached your seventies, you may have the...
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332 Hits

Earnings Season Gets Underway

Earnings Season Gets Underway
Earnings Season Gets Underway Quarterly financial reports are here. Provided by American Financial Advisors   Every few months, you may hear the phrase “earnings season” as you listen to financial news.   But what exactly is “...
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Tax Filing Season Is a Little Later This Year

Tax Filing Season Is a Little Later This Year
Tax Filing Season Is a Little Later This Year What to know and dates to remember Provided by American Financial Advisors   Recently, the Internal Revenue Service (I.R.S.) announced that tax season will start a little later than usual....
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Distributions from Mutual Funds

Distributions from Mutual Funds
Distributions from Mutual Funds Watch Your December Statements. Provided by American Financial Advisors   This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause...
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Navigating Your Required Minimum Distribution

Navigating Your Required Minimum Distribution
Navigating Your Required Minimum Distribution Understand the IRS’s calculations and tables. Provided by American Financial Advisors   As much as you would like to, you can’t keep your money in your retirement account forever. Thes...
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2020 IRA Deadlines Are Approaching

2020 IRA Deadlines Are Approaching
2020 IRA Deadlines Are Approaching Here is what you need to know. Provided by American Financial Advisors    Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.    ...
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5 Highlights of the New Stimulus Package

5 Highlights of the New Stimulus Package
5 Highlights of the New Stimulus Package What the latest round of funding may mean for you. Provided by American Financial Advisors   After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of ...
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230 Hits

Interest Rates and Your Mortgage

Interest Rates and Your Mortgage
Interest Rates and Your Mortgage What you need to know. Provided by American Financial Advisors   With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or e...
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Does Main Street Need a Wall Street Strategy?

Does Main Street Need a Wall Street Strategy?
Does Main Street Need a Wall Street Strategy? How will the self-employed strategize for retirement? Provided by American Financial Advisors   As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash ...
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Coronavirus Vaccines and the Economy

Coronavirus Vaccines and the Economy
Coronavirus Vaccines and the Economy Hopeful markets react. Provided by American Financial Advisors   As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested...
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Managing Money as a Couple

Managing Money as a Couple
Managing Money as a Couple What are the keys to prepare to grow wealthy together? Provided by American Financial Advisors   When you marry or simply share a household with someone, your financial life changes—and your approach to mana...
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How and When to Sign Up for Medicare

How and When to Sign Up for Medicare
How and When to Sign Up for Medicare Breaking down the enrollment periods and eligibility. Provided by American Financial Advisors   Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage...
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How Medigap Choices Have Changed

How Medigap Choices Have Changed
How Medigap Choices Have Changed What you need to know about Plan F and Plan G. Provided by American Financial Advisors   As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might no...
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272 Hits

Election 2020

Election 2020
Election 2020 Preparing for Any Outcome. Provided by American Financial Advisors   As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or...
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2020 Financial To-Do List

2020 Financial To-Do List
2020 Financial To-Do List Things you can do for your future as the year unfolds. Provided by American Financial Advisors   What financial, business, or life priorities do you need to address for the coming year? Now is an excellent ti...
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359 Hits

Year-End Estate Strategies

Year-End Estate Strategies
Year-End Estate Strategies What you need to know to get ready for the end of the year. Provided by American Financial Advisors   With one year ending and a new one on the cusp of starting, many people will consider their resolutions—n...
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325 Hits

Facts About Medicare Open Enrollment

Facts About Medicare Open Enrollment
Facts About Medicare Open Enrollment How much do you know about the different coverage options? Provided by American Financial Advisors   Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Me...
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Extraordinary Times Mean Extra Federal Debt

Extraordinary Times Mean Extra Federal Debt
Extraordinary Times Mean Extra Federal Debt Federal borrowing has increased due to the coronavirus pandemic. Provided by American Financial Advisors   America’s debt is now nearly as large as its economy. On September 2, the Congressi...
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Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense
Why Regular Rebalancing Makes Sense  Your investment portfolio may be off-kilter, and you may not even know it. Provided by American Financial Advisors   Everyone loves a winner. If an investment is successful, most people naturally w...
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Is Inflation On The Rise?

Is Inflation On The Rise?
Is Inflation On The Rise? What to keep in mind regarding the recent CPI numbers. Provided by American Financial Advisors   Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the co...
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Why Roth IRA Conversions May Now Be Advantageous

Why Roth IRA Conversions May Now Be Advantageous
Why Roth IRA Conversions May Now Be Advantageous Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Provided by American Financial Advisors   Roth IRAs have attracted retirement savers since t...
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452 Hits

Dow 30 Changes Its Starting Lineup

Dow 30 Changes Its Starting Lineup
Dow 30 Changes Its Starting Lineup What you should know about the change. Provided by American Financial Advisors   The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key chang...
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How Much Money Will You Need for Retirement?

How Much Money Will You Need for Retirement?
How Much Money Will You Need for Retirement? It depends on your goals, time horizon, and risk tolerance. Provided by American Financial Advisors, LLC   "Will I outlive my retirement money?" That's one of the top fears for people who a...
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Strategic vs. Tactical Investing

Strategic vs. Tactical Investing
Strategic vs. Tactical Investing How do these investment approaches differ? Provided by American Financial Advisors, LLC   Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that b...
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Will Political Changes Affect the Economy?

Will Political Changes Affect the Economy?
Will Political Changes Affect the Economy? Election years cause some anxiety. Provided by American Financial Advisors, LLC   With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due...
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548 Hits

Don’t Overreact in August

Don’t Overreact in August
Don’t Overreact in August Understanding summer volatility. Provided by American Financial Advisors, LLC   One of my favorite Wall Street quotes is from Mark Twain, who said:   “October: This is one of the peculiarly dangerous ...
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529 Education Savings Plans Updates

529 Education Savings Plans Updates
529 Education Savings Plans Updates Provided by American Financial Advisors, LLC   For a while now 529 plans have been a tax-advantaged way for parents and grandparents to accumulate funds for a child’s college costs. The Secure Act, whic...
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Investment Updates

Planning Briefs

Contact Info

Call Us: 770-977-2434
Toll Free: 888-413-9080
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