Recent blog posts - American Financial Advisors - AFA Blog

Cash Alternatives for Charitable Giving

AFA

Friday, November 19 2021

Marketing

Cash Alternatives for Charitable Giving Thinking about donating? Think of these choices. Provided by American Financial Advisors, LLC. The year is winding down, and you may be thinking of giving. In fact, you may want to explore the...

355 Hits

Wise Decisions with Retirement in Mind

AFA

Friday, November 12 2021

Marketing

Wise Decisions with Retirement in Mind Certain financial & lifestyle choices may lead you toward a better future. Provided by American Financial Advisors, LLC. Some retirees succeed at realizing the life they want; others don’t. Fat...

346 Hits

The Social Security Administration Announces 2022 COLA

AFA

Friday, November 05 2021

Marketing

The Social Security Administration Announces 2022 COLA  5.9% is the biggest COLA increase in decades. Provided by American Financial Advisors, LLC. On October 13, 2021, the Social Security Administration (SSA) officially announced t...

370 Hits

2022 Financial To-Do List 

AFA

Friday, October 29 2021

Marketing

2022 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 an excel...

344 Hits

Are Your Taxes Going to Change?

AFA

Friday, October 22 2021

Marketing

Are Your Taxes Going to Change? Wise investors take the “big picture” view. Provided by American Financial Advisors, LLC. Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names. The Buil...

392 Hits

The Underutilized Benefits of a Health Savings Account

AFA

Friday, October 15 2021

Marketing

The Underutilized Benefits of a Health Savings Account Tax benefits and new contribution limits. Provided by American Financial Advisors, LLC. Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, man...

399 Hits

The Best, the Brightest, and Inflation

AFA

Friday, October 08 2021

Marketing

The Best, the Brightest, and Inflation The Fed may be ready to alter course. Provided by American Financial Advisors, LLC. If you are feeling a bit confused about the direction of inflation, you’re in good company. Some of the best ...

401 Hits

Fed Rescues September

AFA

Friday, October 01 2021

Marketing

Fed Rescues September Bond purchases may end entirely by the middle of 2022. Provided by American Financial Advisors, LLC. A funny thing happened in the investment markets the other day. September was living up to its reputation as ...

468 Hits

401(k) Millionaires

AFA

Friday, September 24 2021

Marketing

401(k) Millionaires What does this mean for your overall retirement strategy? Provided by American Financial Advisors Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have...

402 Hits

How U.S. Savings Bonds Work

AFA

Friday, September 17 2021

Marketing

How U.S. Savings Bonds Work How to keep track of your savings bonds’ maturity dates. Provided by American Financial Advisors, LLC. Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase them for you...

524 Hits

Mixed Signals on Inflation

AFA

Friday, September 10 2021

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 Ju...

448 Hits

The Wall of Worry

AFA

Friday, September 03 2021

Marketing

The Wall of Worry You've got plenty of choices these days. Provided by American Financial Advisors Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea that financial markets are c...

471 Hits

Ways To Fund Special Needs Trusts

AFA

Friday, August 27 2021

Marketing

Ways to Fund Special Needs Trusts A look at the different choices & strategies. Provided by American Financial Associates If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and ...

503 Hits

Distracted America

AFA

Friday, August 20 2021

Marketing

Distracted America Consumer habits are changing as we spend more time at home. Provided by American Financial Advisors Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live...

477 Hits

A 6.1% Bump in Social Security?

AFA

Friday, August 13 2021

Marketing

A 6.1% Bump in Social Security?  COLA and Social Security. Provided by American Financial Advisors The news keeps getting better for Social Security recipients. It's now projected that benefits will increase 6.1% in 2022, ...

492 Hits

A Roaring Start to Earnings Season

AFA

Friday, August 06 2021

Marketing

A Roaring Start to Earnings Season Favorable forecasts lead analysts to raise their projections for the year ahead. Provided by American Financial Advisors Corporate earnings season has begun, and the results are turning heads on Wa...

514 Hits

FAFSA Simplification Act

AFA

Friday, July 30 2021

Marketing

FAFSA Simplification Act Learn about how legislative changes can help you finance your loved one’s education. Provided by American Financial Advisors As a parent or grandparent, you know firsthand the challenges of funding a child’...

544 Hits

Insurance When You Marry After 40

AFA

Friday, July 23 2021

Marketing

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...

496 Hits

Economic Lessons from Used-Car Inflation

AFA

Friday, July 16 2021

Marketing

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 “...

450 Hits

The Cryptocurrency Conundrum

AFA

Friday, July 09 2021

Marketing

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...

512 Hits

Summer Travel is Back!

AFA

Friday, July 02 2021

Marketing

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 ...

493 Hits

College Funding Choices

AFA

Friday, June 25 2021

Marketing

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...

465 Hits

Inflation Outlook for 2021

AFA

Thursday, June 17 2021

Marketing

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...

555 Hits

The Fed’s Taper Rehearsal

AFA

Friday, June 11 2021

Marketing

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...

572 Hits

Inflation Can Be a Scary Word

AFA

Thursday, June 03 2021

Marketing

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...

522 Hits

What Forces Are Driving the Housing Market?

AFA

Friday, May 28 2021

Marketing

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...

515 Hits

Debate Starts on Capital Gains Tax

AFA

Friday, May 21 2021

Marketing

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...

566 Hits

Patrick Viglotti Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC

AFA

Thursday, May 20 2021

Marketing

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 ...

448 Hits

Investor Sentiment Is Shifting

AFA

Friday, May 14 2021

Marketing

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...

536 Hits

2021 Retirement Confidence Survey

AFA

Wednesday, May 05 2021

Marketing

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...

461 Hits

Guarding Against Identity Theft

AFA

Friday, April 30 2021

Marketing

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,...

466 Hits

Qualified Charitable Distributions

AFA

Friday, April 23 2021

Marketing

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...

477 Hits

The American Rescue Plan Makes FSAs a Little More Flexible

AFA

Friday, April 16 2021

Business

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...

564 Hits

Investing During Periods of Inflation

AFA

Friday, April 09 2021

Marketing

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...

518 Hits

It’s All About Bonds

AFA

Friday, April 02 2021

Marketing

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...

631 Hits

Tax Efficiency in Retirement

AFA

Thursday, March 25 2021

Marketing

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...

596 Hits

The New Inherited I.R.A. Rules

AFA

Friday, March 19 2021

Marketing

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...

564 Hits

The Shadow of Inflation

AFA

Friday, March 12 2021

Marketing

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 ...

527 Hits

Economic Predictions: What Lies Ahead?

AFA

Wednesday, March 03 2021

Marketing

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...

588 Hits

Oil Prices on the Move

AFA

Friday, February 26 2021

Marketing

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 ...

602 Hits

Will Updated I.R.S. Tables Create an Opportunity for Retirees?

AFA

Friday, February 19 2021

Marketing

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...

615 Hits

Earnings Season Gets Underway

AFA

Friday, February 12 2021

Marketing

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 “...

549 Hits

Tax Filing Season Is a Little Later This Year

AFA

Friday, February 05 2021

Marketing

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....

435 Hits

Distributions from Mutual Funds

AFA

Friday, January 29 2021

Marketing

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...

404 Hits

Navigating Your Required Minimum Distribution

AFA

Friday, January 22 2021

Marketing

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...

412 Hits

2020 IRA Deadlines Are Approaching

AFA

Friday, January 15 2021

Marketing

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. ...

471 Hits

5 Highlights of the New Stimulus Package

AFA

Friday, January 08 2021

Marketing

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 ...

569 Hits

Interest Rates and Your Mortgage

AFA

Friday, December 18 2020

Marketing

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...

456 Hits

Does Main Street Need a Wall Street Strategy?

AFA

Friday, December 11 2020

Marketing

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 ...

445 Hits

Coronavirus Vaccines and the Economy

AFA

Friday, December 04 2020

Marketing

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...

485 Hits

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