Recent blog posts - American Financial Advisors - AFA Blog

Managing Money as a Couple

AFA

Friday, November 20 2020

Marketing

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...

510 Hits

How and When to Sign Up for Medicare

AFA

Friday, November 13 2020

Marketing

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...

589 Hits

How Medigap Choices Have Changed

AFA

Friday, November 06 2020

Marketing

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...

478 Hits

Election 2020

AFA

Friday, October 30 2020

Marketing

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...

654 Hits

2020 Financial To-Do List

AFA

Friday, October 23 2020

Marketing

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...

604 Hits

Year-End Estate Strategies

AFA

Friday, October 16 2020

Marketing

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...

531 Hits

Facts About Medicare Open Enrollment

AFA

Friday, October 09 2020

Marketing

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...

706 Hits

Extraordinary Times Mean Extra Federal Debt

AFA

Friday, October 02 2020

Marketing

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...

646 Hits

Why Regular Rebalancing Makes Sense

AFA

Friday, September 25 2020

Marketing

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...

696 Hits

Is Inflation On The Rise?

AFA

Friday, September 18 2020

Marketing

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...

836 Hits

Why Roth IRA Conversions May Now Be Advantageous

AFA

Friday, September 11 2020

Marketing

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...

717 Hits

Dow 30 Changes Its Starting Lineup

AFA

Friday, September 04 2020

Marketing

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...

752 Hits

How Much Money Will You Need for Retirement?

AFA

Friday, August 28 2020

Marketing

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...

812 Hits

Strategic vs. Tactical Investing

AFA

Friday, August 14 2020

Marketing

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...

876 Hits

Will Political Changes Affect the Economy?

AFA

Friday, August 14 2020

Marketing

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...

826 Hits

Don’t Overreact in August

AFA

Friday, August 07 2020

Marketing

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 ...

772 Hits

529 Education Savings Plans Updates

AFA

Friday, July 31 2020

Marketing

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...

734 Hits

What's Driving Current Market Behavior?

AFA

Friday, July 24 2020

Marketing

What's driving current market behavior? Provided by American Financial Advisors, LLC In the era of COVID-19, and the financial woes it has created, we often get asked, “Why is the stock market holding up so well when the economy appears...

778 Hits

What makes 2020 a unique year for retirement?

AFA

Wednesday, July 15 2020

Marketing

What makes 2020 a unique year for retirement? Provided by American Financial Advisors, LLC Q: What makes 2020 a unique year for retirement? A: BIG changes to retirement account rules. You can attribute those changes to two major...

801 Hits

CARES Act: Will There Be a Phase 4?

AFA

Thursday, July 09 2020

Marketing

CARES Act: Will There Be a Phase 4? Provided by American Financial Advisors, LLC With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act. ...

853 Hits

U.S. Banks Flush With $2 Trillion in Cash

AFA

Friday, June 26 2020

Marketing

U.S. Banks Flush with $2 Trillion in Cash Provided by American Financial Advisors, LLC An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January....

853 Hits

Before You Claim Social Security

AFA

Thursday, June 18 2020

Marketing

Before You Claim Social Security A few things you may want to think about before filing for benefits. Provided by American Financial Advisors, LLC Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you...

1014 Hits

Who Is Your Trusted Contact?

AFA

Friday, June 12 2020

Marketing

Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. Provided by American Financial Advisors, LLC Investment firms have a new client service requirement. They must now ask ...

1138 Hits

“Backdoor” Roth IRAs

AFA

Friday, June 05 2020

Marketing

“Backdoor” Roth IRAs If you make too much money to open a Roth IRA, you could create one this way. Provided by American Financial Advisors, LLC You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential e...

1393 Hits

The Pros and Cons of Early Retirement Plan Rollovers

AFA

Friday, May 29 2020

Marketing

The Pros and Cons of Early Retirement Plan Rollovers Should you withdraw and reinvest your retirement plan money while you are still on the job? Provided by American Financial Advisors, LLC Did you know you might be able to take som...

1059 Hits

Tax-Loss Harvesting

AFA

Friday, May 15 2020

Marketing

Tax-Loss Harvesting A useful year-end move to counteract capital gains. Provided by American Financial Advisors, LLC Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event...

827 Hits

Details on the Tax Extension Deadline

AFA

Friday, May 08 2020

Marketing

Details on the Tax Deadline Extension The I.R.S. is giving you three additional months to file and pay. Provided by American Financial Advisors, LLC The Internal Revenue Service knows that many taxpayers have had a stressful spring....

1180 Hits

Roth IRA Conversions in the Era of COVID-19

AFA

Friday, May 01 2020

Marketing

Roth IRA Conversions in the Era of COVID-19 Is it right for you? Provided by American Financial Advisors, LLC The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it has been a difficult time would be an ...

980 Hits

The Federal Reserve's Unprecedented Moves

AFA

Thursday, April 23 2020

Marketing

The Federal Reserve’s Unprecedented Moves What they are. How they help. Provided by American Financial Advisors, LLC In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This ...

881 Hits

Market Low? Notes From Mike Stark

AFA

Friday, April 03 2020

Marketing

1284 Hits

Key Provisions of the CARES Act

AFA

Thursday, April 02 2020

Marketing

Key Provisions of the CARES Act Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Provided by American Financial Advisors, LLC Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (...

1102 Hits

Notes From Mike - Dr. Fauci

AFA

Saturday, March 28 2020

Marketing

If you have questions or would like to learn more we invite you to call us at (770) 977-2434 or send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. .

1287 Hits

March 27th Market Update with Mike Stark

AFA

Friday, March 27 2020

Marketing

March 27th Market Update with Mike Stark

If you have questions or would like to learn more we invite you to call us at (770) 977-2434 or send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. .

1385 Hits

Should You Care What the Financial Markets Do Each Day?

AFA

Thursday, March 26 2020

Marketing

Should You Care What the Financial Markets Do Each Day? Focusing on Your Strategy During Turbulent Times. Provided by American Financial Advisors, LLC Investors are people, and people are often impatient. No one likes to wait in lin...

922 Hits

Tax Considerations for Retirees

AFA

Wednesday, March 18 2020

Marketing

Tax Considerations for Retirees Are you aware of these potential tax breaks and tax-saving opportunities? Provided by American Financial Advisors, LLC The federal government offers some major tax breaks for older Americans. Some ...

1103 Hits

Retirement is a Beginning

AFA

Thursday, March 12 2020

Marketing

Retirement Is a Beginning See if you are prepared to begin your retirement by answering four key questions. Provided by American Financial Advisors, LLC How do you know you are psychologically ready to retire? As a start, ask yours...

1075 Hits

Market Update with Mike Stark

AFA

Wednesday, March 11 2020

Marketing

If you have questions or would like to learn more we invite you to call us at (770) 977-2434 or send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. .

1627 Hits

That First Distribution From Your IRA

AFA

Thursday, March 05 2020

Marketing

That First Distribution from Your IRA What you need to know. Provided by American Financial Advisors, LLC When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your tradition...

1179 Hits

Choosing the Right Tax Professional in 5 Easy Steps

AFA

Thursday, February 27 2020

Marketing

Choosing the Right Tax Professional in 5 Easy Steps Provided by American Financial Advisors, LLC Why do you need a tax professional? Managing taxes during retirement will be the single most important factor in determining your ultimate ...

928 Hits

Annual Financial To-Do List

AFA

Thursday, February 20 2020

Marketing

Annual Financial To-Do List Things you can do for your future as the year unfolds. Provided by American Financial Advisors, LLC What financial, business, or life priorities do you need to address for the coming year? Now is a g...

1079 Hits

Required Beginning Date, What You Need To Know

AFA

Thursday, February 13 2020

Marketing

Required Beginning Date, What You Need To Know

974 Hits

New I.R.S. Contribution Limits

AFA

Thursday, February 06 2020

Marketing

New I.R.S. Contribution Limits A look at the maximum amounts you can put into retirement accounts this year. Provided by American Financial Advisors, LLC The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and...

947 Hits

The Major Retirement Planning Mistakes

AFA

Thursday, January 30 2020

Marketing

The Major Retirement Planning 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, an...

981 Hits

Health Care Costs Are Cutting into Retirement Preparations

AFA

Thursday, January 23 2020

Marketing

Health Care Costs Are Cutting into Retirement Preparations This is happening in subtle and not-so-subtle ways. Provided by American Financial Advisors, LLC You may have seen this statistic before or one resembling it: t...

907 Hits

Navigating Qualified Charitable

AFA

Thursday, January 16 2020

Marketing

Navigating Qualified Charitable Distributions in 5 Easy Steps Provided by American Financial Advisors, LLC1 What is a qualified charitable distribution (QCD)? A qualified charitable distribution, or a QCD, is a distribution from...

891 Hits

The SECURE Act

AFA

Thursday, January 09 2020

Marketing

The SECURE Act Long-established retirement account rules change. Provided by American Financial Advisors, LLC The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of ...

1027 Hits

Inventorying Your Possessions

AFA

Tuesday, November 12 2019

Marketing

Inventorying Your Possessions It is helpful for insurance purposes. Provided by American Financial Advisors It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may re...

986 Hits

Your Changing Definition of Risk in Retirement

AFA

Wednesday, October 30 2019

Marketing

Your Changing Definition of Risk in Retirement Some things to consider. Provided by American Financial Advisors During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and t...

1042 Hits

Why Having a Financial Professional Matters

AFA

Tuesday, October 15 2019

Marketing

Why Having a Financial Professional Matters A good professional provides important guidance and insight through the years. Provided by American Financial Advisors What kind of role can a financial professional play for an investor? ...

1049 Hits

A Retirement Fact Sheet

AFA

Tuesday, October 08 2019

Marketing

A Retirement Fact Sheet Some specifics about the “second act.” Provided by American Financial Advisors, LLC Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life af...

1197 Hits

AFA Blog

Nav Links

Investment Updates

Planning Briefs

Contact Info