AFA - American Financial Advisors

A Decision Not Made Is Still a Decision

AFA

Friday, January 27 2023

Marketing

A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no...

57 Hits

What Is a 1031 Exchange?

AFA

Friday, January 20 2023

Marketing

What Is a 1031 Exchange? If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange is. While the rules and regulations for this tactic can get complicated, understanding the basic concepts may help you...

72 Hits

Retirement Seen Through Your Eyes

AFA

Friday, January 13 2023

Marketing

Retirement Seen Through Your Eyes How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are so...

79 Hits

Are You Ready for Your Portfolio to Make a Difference

AFA

Friday, January 06 2023

Marketing

Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as ...

85 Hits

Term vs. Permanent Life Insurance

AFA

Friday, December 30 2022

Marketing

Term vs. Permanent Life Insurance According to industry experts, most people don't have enough life insurance. The American Council of Life Insurers recently reported that average coverage equals $183,780, which is equivalent to approximate...

295 Hits

Disability and Your Finances

AFA

Friday, December 23 2022

Marketing

Disability and Your Finances The Social Security Disability Insurance program paid out over $140 billion in benefits in 2021. And with new applicants each year, the system is expected to exhaust its reserves at the end of 2034 if changes aren’t m...

228 Hits

A Brief History of Estate Taxes

AFA

Monday, December 19 2022

Business

A Brief History of Estate Taxes Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered f...

80 Hits

Do You Owe the AMT

AFA

Friday, December 09 2022

Business

Do You Owe The AMT? American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said that turnovers are the great equalizer. In taxes, there’s also an equalizer of sorts; it’s called the alternat...

78 Hits

New Retirement Contribution Limits for 2023

AFA

Friday, December 02 2022

Business

New Retirement Contribution Limits for 2023 The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-bas...

91 Hits

All Muni Bonds Are Not Created Equal

AFA

Friday, November 25 2022

Business

All Muni Bonds Are Not Created Equal The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds. Without questi...

386 Hits

How Income Taxes Work

AFA

Friday, November 18 2022

Business

How Income Taxes Work The Internal Revenue Service estimates that taxpayers and businesses spend about 8 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were done by a single company, it...

118 Hits

A Look at Diversification

AFA

Friday, November 11 2022

Business

101 Hits

Earnings for All Seasons

AFA

Sunday, November 06 2022

Business

Earnings for All Seasons While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season and why is it important? Earnings season is th...

103 Hits

End-of-the-Year Money Moves 2022

AFA

Monday, October 31 2022

Business

End-of-the-Year Money Moves 2022 Here are some things you might consider before saying goodbye to 2022. Provided by American Financial Group What has changed for you in 2022? This year has been as complicated as learning a new d...

113 Hits

Should We Reconsider What "Retirement" Means

AFA

Thursday, October 20 2022

Business

Should We Reconsider What “Retirement” Means? The notion that we separate from work in our sixties may have to go. Provided by American Financial Group An executive transitions into a consulting role at age 62 and stops ...

227 Hits

Should You Prepare to Retire on 80% of Your Income?

AFA

Wednesday, October 19 2022

Business

Should You Prepare to Retire on 80% of Your Income? Examining a long-held retirement assumption. Provided by American Financial Group A classic retirement preparation rule states that you should retire on 80% of the income you earned in y...

101 Hits

Required Minimum Distributions 101

AFA

Monday, August 29 2022

Marketing

106 Hits

Mixed Signals on Inflation This Month

AFA

Monday, August 15 2022

Marketing

Mixed Signals on Inflation What to know as markets look forward. Provided by American Financial Advisors, LLC Are you having a tough time keeping track of inflation's mixed signals? You’re not alone. Consumer prices in July climbed at...

162 Hits

Buying Low

AFA

Monday, August 15 2022

Marketing

Buying Low A market downturn can have a potential upside for the retirement savers. Provided by American Financial Advisors You wake up, and markets are down. Wall Street has turned pessimistic, and the gloom seems pervasive. The good new...

1513 Hits

The Retirement Reality Check for 2022

AFA

Monday, July 25 2022

Marketing

THE RETIREMENT REALITY CHECK Little things to keep in mind for life after work. Provided by American Financial Advisors, LLC. Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps so...

284 Hits

Care for a COLA with Your Social Security?

AFA

Friday, July 22 2022

Marketing

Care for a COLA with Your Social Security? Provided by American Financial Advisors, LLC. As you might have heard, people are talking about a big bump in Social Security benefits next year. The Senior Citizens League says payme...

259 Hits

Couples Retiring on the Same Page

AFA

Friday, July 15 2022

Marketing

Couples Retiring on the Same Page Agreeing about what you want from retirement is crucial. Provided by American Financial Advisors, LLC. What does a good retirement look like to you? Does it resemble the retirement that your spou...

252 Hits

Summertime Checkup

AFA

Friday, July 08 2022

Marketing

Summertime Checkup Provided by American Financial Advisors, LLC. Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask ...

196 Hits

3 Shrewd Maneuvers in a Down Market

AFA

Friday, July 01 2022

Marketing

3 Shrewd Maneuvers in a Down Market Provided by American Financial Advisors, LLC. It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can dis...

214 Hits

Should You Downsize for Retirement?

AFA

Friday, June 24 2022

Marketing

Should You Downsize for Retirement? Some retirees save a great deal of money by doing so; others do not. Provided by American Financial Advisors, LLC. You want to retire, and you own a large home that is nearly or fully paid off. Th...

200 Hits

Rehearsing for Retirement

AFA

Friday, June 17 2022

Marketing

Rehearsing for Retirement Try living as a “retiree” for a month or two before you commit to leaving your career. Provided by American Financial Advisors, LLC. Imagine if you could preview your retirement in advance. In a sense, you ...

200 Hits

Creating a Retirement Strategy

AFA

Friday, June 10 2022

Marketing

Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more. Provided by American Financial Advisors, LLC. Across the country, people are saving for that “someday” called retirement. Someday,...

222 Hits

The Behavior Gap and Your Financial Health

AFA

Friday, June 03 2022

Marketing

The Behavior Gap and Your Financial Health How might it affect you? Provided by American Financial Advisors, LLC. “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, auth...

209 Hits

Are You Looking to Retire Within the Next 5 Years?

AFA

Friday, May 27 2022

Marketing

Are You Looking to Retire Within the Next 5 Years?

Are You Retiring Within the Next 5 Years? What to focus on as the transition approaches Provided by American Financial Advisors, LLC. You can prepare for the transition years in advance. In doing so, you may be better equipped to ma...

258 Hits

Breaking Down the Great Resignation

AFA

Friday, May 20 2022

Marketing

Breaking Down the Great Resignation Provided by American Financial Advisors, LLC. Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retir...

209 Hits

Inflation Creeping into Personal Finances

AFA

Friday, May 13 2022

Marketing

Inflation Creeping into Personal Finances Provided by American Financial Advisors, LLC. If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest r...

250 Hits

What’s This Talk About a Recession?

AFA

Friday, May 06 2022

Marketing

What’s This Talk About a Recession? Provided by American Financial Advisors, LLC. In recent weeks, the word recession has started creeping into business news and financial market coverage. Is that cause for a...

228 Hits

Getting (Mentally) Ready to Retire

AFA

Friday, April 22 2022

Marketing

Getting (Mentally) Ready to Retire Even those who have saved millions must prepare for a lifestyle adjustment. Provided by American Financial Advisors, LLC. A successful retirement is not merely measured in financial terms. Even tho...

285 Hits

Why Don’t All Affluent People Become Wealthy?

AFA

Friday, April 15 2022

Marketing

Why Don’t All Affluent People Become Wealthy? Perception, hesitation, & poor decisions are factors. Provided by American Financial Advisors, LLC. Why do some people let their potential for lifetime wealth sli...

354 Hits

Are You Retiring Within the Next 5 Years?

AFA

Friday, April 08 2022

Marketing

Are You Retiring Within the Next 5 Years? What to focus on as the transition approaches Provided by American Financial Advisors, LLC. You can prepare for the transition years in advance. In doing so, you may be better equipped to ma...

220 Hits

How Market Cycles Can Impact Retirements

AFA

Friday, April 01 2022

Marketing

How Market Cycles Can Impact Retirements Sequence of returns can play a role in your overall portfolio. Provided by American Financial Advisors, LLC. A thoughtful retirement strategy may help you pursue your many retirement goals. T...

205 Hits

States Are Requiring Retirement Plans

AFA

Friday, March 25 2022

Marketing

States Are Requiring Retirement Plans Will new mandates solve an old financial problem? Provided by American Financial Advisors, LLC Too many Americans save too little for retirement. This problem has been discussed for decades in a...

228 Hits

Major Risks to Family Wealth

AFA

Friday, March 18 2022

Marketing

Major Risks to Family Wealth Protect your family assets for future generations. Provided by American Financial Advisors, LLC All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the...

222 Hits

Taking Charge of Your Financial Life

AFA

Friday, March 11 2022

Marketing

Taking Charge of Your Financial Life  Delegating responsibilities to others may lead to problems down the road. Provided by American Financial Advisors, LLC When you are putting together a household, it isn’t unusual to delegate res...

257 Hits

Retirement Preparation Mistakes

AFA

Friday, February 25 2022

Marketing

Retirement Preparation Mistakes Why are they made again and again? Provided by American Financial Advisors, LLC Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and chari...

306 Hits

Updated Premiums and Deductibles for Medicare

AFA

Friday, February 18 2022

Marketing

Updated Premiums and Deductibles for Medicare Higher than normal. Provided by American Financial Advisors, LLC Medicare’s premiums and deductibles have seen a larger-than-expected rise this year. For example, Medicare Part B monthly...

392 Hits

RMDs Get a Small Reprieve

AFA

Friday, February 11 2022

Marketing

RMDs Get a Small Reprieve  2022 brings new life expectancy tables. Provided by American Financial Advisors, LLC For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take ...

355 Hits

Fed Gives Clear Signal About Interest Rates

AFA

Friday, February 04 2022

Marketing

Fed Gives Clear Signal About Interest Rates Rate increases could come as soon as March Provided by American Financial Advisors, LLC The Federal Reserve met in mid-January, and clarified its position on monetary policy, providing the...

348 Hits

A U.S. Treasury Bond That Yields 7%? Really? YES.

AFA

Friday, January 21 2022

Marketing

A U.S. Treasury Bond That Yields 7%? Really? YES. Provided by American Financial Advisors, LLC Much has been written about inflation this year – and no doubt, you have also read an article or two about inflation’s silver lining, t...

312 Hits

IRA Deadlines Are Approaching

AFA

Friday, January 14 2022

Marketing

IRA Deadlines Are Approaching Here is what you need to know. Provided by American Financial Advisors, LLC Financially, many of us associate the spring with taxes – but we should also associate December with important IRA deadlines. ...

329 Hits

Outlook for 2022

AFA

Friday, January 07 2022

Marketing

Outlook for 2022 It’s a new year, full of new possibilities for what may lie ahead. Provided by American Financial Advisors, LLC By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From our perspecti...

350 Hits

The Power of the Consumer

AFA

Friday, December 17 2021

Marketing

The Power of the Consumer In recent months, consumer confidence has been falling. Provided by American Financial Advisors, LLC A confident consumer can be a powerful ally in any economy. But when the consumer starts to have qu...

348 Hits

2022 Contribution Limits

AFA

Friday, December 10 2021

Marketing

2022 Contribution Limits  Is it time to contribute more? Provided by American Financial Advisors, LLC Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new...

416 Hits

Is Inflation Peaking? 

AFA

Friday, December 03 2021

Marketing

Is Inflation Peaking?  One lesser-known indicator is called the Baltic Dry Index. Provided by American Financial Advisors, LLC You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why...

338 Hits

End-of-the-Year Money Moves

AFA

Wednesday, November 24 2021

Marketing

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2021. Provided by American Financial Advisors, LLC. What has changed for you in 2021? For some, this year has been as complicated as learn...

332 Hits

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