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BLOG, ARTICLES, & RESOURCES
Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.
Taxes in Retirement
Simplifying Tax Season: Essential Information for a Stress-Free Filing
It's tax season! Do you have everything prepared? A little preparation and organization can simplify the process and reduce your stress levels. Whether you're a seasoned filer or a newcomer to the pr... ...more
Financial ,Tax
January 31, 2023•2 min read
Year End Financial Checklist
When making New Year's resolutions, achieving financial wellness is frequently at the top of the list. However, given the uncertainty surrounding the economy in 2023, setting financial goals may be ch... ...more
Financial
December 14, 2022•9 min read
Grants, Loans, and Programs to Benefit Your Small Business
Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more
Financial ,Business
June 15, 2021•2 min read
Social Security
Should You Take Social Security Benefits at 62?
It’s not for everyone. But, if it’s possible for you, there’s a few great reasons to start collecting Social Security once you hit the age of 62. Check out the reasons below and see if it seems right ... ...more
Financial ,Social Security
February 21, 2018•2 min read
Estate Planning
It's Never Too Early to Estate Plan
A lot of people ask, “When should I start my estate planning?” The shorter answer is: it’s never too early. There’s lots of ways to go about planning, but generally there are three main steps to be fo... ...more
Financial ,Estate Planning
February 07, 2011•2 min read
Investment Strategies
3 Reasons Annuities Make Sense for Retirement Right Now
Annuities have been a hot commodity in recent years but can sometimes get a bad reputation. While annuities aren’t for everyone, there are situations where annuities may be the best option available, ... ...more
Financial ,Retirement
March 13, 2018•2 min read
4 Big Benefits of 401(k) Plans
Whether you're aware of them or not, there are some substantial benefits to having a 401(k) plan. Here are four benefits that make these plans worth having. ...more
Financial ,Retirement
February 14, 2018•2 min read
Ways to Stay Active In Retirement
Once retired, many once-active people fall prey to the lure of the couch. With newfound time on their hands and a new life stage before them, finding ways to occupy themselves can be challenging. Yet,... ...more
Financial ,Retirement
September 27, 2017•3 min read
Business Owners
Grants, Loans, and Programs to Benefit Your Small Business
Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more
Financial ,Business
June 15, 2021•2 min read
How Life Insurance Can Help Business Owners
Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.1 And while risks abound in entrepr... ...more
Financial ,Business &Insurance
November 08, 2017•2 min read
Retiring While Owning a Business
Being a small business owner is a unique life experience that can provide many personal and professional rewards, such as being in control of your career. But, this also brings specific financial chal... ...more
Financial ,Business &Retirement
March 16, 2017•3 min read
BLOGS & RESOURCES
Simplifying Tax Season: Essential Information for a Stress-Free Filing
It's tax season! Do you have everything prepared? A little preparation and organization can simplify the process and reduce your stress levels. Whether you're a seasoned filer or a newcomer to the pr... ...more
Financial ,Tax
January 31, 2023•2 min read
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.