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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
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 followed when you start:
Start by taking stock of all the assets you own. This means all your investments, retirement accounts, real estate, business interests, insurance policies, and valuable items (i.e. cars, jewelry, china, card collections) should be accounted for.
Now that you’ve taken inventory of your assets, think about what you want to do with them, and who you’d want to inherit them. On top of that, you should also write down who you would trust with your business affairs and medical care should you ever become too incapacitated to handle them yourself.
Lastly, although it may make for a tough conversation, you should bring everyone involved in your plans together to discuss. The sooner you outline your intentions to your family and friends, the better. This severely lessens the chance for large-scale disagreements once you’re gone.
We understand estate planning decisions can be difficult. Give us a call and we can help you make the right decisions for you and your family’s future.[1]
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
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[1] http://money.cnn.com/retirement/guide/estateplanning_basics.moneymag/index2.htm?iid=EL
Social Security
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 followed when you start:
Start by taking stock of all the assets you own. This means all your investments, retirement accounts, real estate, business interests, insurance policies, and valuable items (i.e. cars, jewelry, china, card collections) should be accounted for.
Now that you’ve taken inventory of your assets, think about what you want to do with them, and who you’d want to inherit them. On top of that, you should also write down who you would trust with your business affairs and medical care should you ever become too incapacitated to handle them yourself.
Lastly, although it may make for a tough conversation, you should bring everyone involved in your plans together to discuss. The sooner you outline your intentions to your family and friends, the better. This severely lessens the chance for large-scale disagreements once you’re gone.
We understand estate planning decisions can be difficult. Give us a call and we can help you make the right decisions for you and your family’s future.[1]
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
-----------------------------------------------
[1] http://money.cnn.com/retirement/guide/estateplanning_basics.moneymag/index2.htm?iid=EL
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 followed when you start:
Start by taking stock of all the assets you own. This means all your investments, retirement accounts, real estate, business interests, insurance policies, and valuable items (i.e. cars, jewelry, china, card collections) should be accounted for.
Now that you’ve taken inventory of your assets, think about what you want to do with them, and who you’d want to inherit them. On top of that, you should also write down who you would trust with your business affairs and medical care should you ever become too incapacitated to handle them yourself.
Lastly, although it may make for a tough conversation, you should bring everyone involved in your plans together to discuss. The sooner you outline your intentions to your family and friends, the better. This severely lessens the chance for large-scale disagreements once you’re gone.
We understand estate planning decisions can be difficult. Give us a call and we can help you make the right decisions for you and your family’s future.[1]
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
-----------------------------------------------
[1] http://money.cnn.com/retirement/guide/estateplanning_basics.moneymag/index2.htm?iid=EL
Investment Strategies
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 followed when you start:
Start by taking stock of all the assets you own. This means all your investments, retirement accounts, real estate, business interests, insurance policies, and valuable items (i.e. cars, jewelry, china, card collections) should be accounted for.
Now that you’ve taken inventory of your assets, think about what you want to do with them, and who you’d want to inherit them. On top of that, you should also write down who you would trust with your business affairs and medical care should you ever become too incapacitated to handle them yourself.
Lastly, although it may make for a tough conversation, you should bring everyone involved in your plans together to discuss. The sooner you outline your intentions to your family and friends, the better. This severely lessens the chance for large-scale disagreements once you’re gone.
We understand estate planning decisions can be difficult. Give us a call and we can help you make the right decisions for you and your family’s future.[1]
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
-----------------------------------------------
[1] http://money.cnn.com/retirement/guide/estateplanning_basics.moneymag/index2.htm?iid=EL
Business Owners
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 followed when you start:
Start by taking stock of all the assets you own. This means all your investments, retirement accounts, real estate, business interests, insurance policies, and valuable items (i.e. cars, jewelry, china, card collections) should be accounted for.
Now that you’ve taken inventory of your assets, think about what you want to do with them, and who you’d want to inherit them. On top of that, you should also write down who you would trust with your business affairs and medical care should you ever become too incapacitated to handle them yourself.
Lastly, although it may make for a tough conversation, you should bring everyone involved in your plans together to discuss. The sooner you outline your intentions to your family and friends, the better. This severely lessens the chance for large-scale disagreements once you’re gone.
We understand estate planning decisions can be difficult. Give us a call and we can help you make the right decisions for you and your family’s future.[1]
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
-----------------------------------------------
[1] http://money.cnn.com/retirement/guide/estateplanning_basics.moneymag/index2.htm?iid=EL
BLOGS & RESOURCES
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 followed when you start:
Start by taking stock of all the assets you own. This means all your investments, retirement accounts, real estate, business interests, insurance policies, and valuable items (i.e. cars, jewelry, china, card collections) should be accounted for.
Now that you’ve taken inventory of your assets, think about what you want to do with them, and who you’d want to inherit them. On top of that, you should also write down who you would trust with your business affairs and medical care should you ever become too incapacitated to handle them yourself.
Lastly, although it may make for a tough conversation, you should bring everyone involved in your plans together to discuss. The sooner you outline your intentions to your family and friends, the better. This severely lessens the chance for large-scale disagreements once you’re gone.
We understand estate planning decisions can be difficult. Give us a call and we can help you make the right decisions for you and your family’s future.[1]
By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by (company name). They do not refer in any way securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company.
-----------------------------------------------
[1] http://money.cnn.com/retirement/guide/estateplanning_basics.moneymag/index2.htm?iid=EL
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.