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
Understanding U.S. Tax History & Planning for Your Financial Future
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families
Discover the secrets to safeguarding your family's wealth for generations through tax-efficient strategies. Learn how to prioritize long-term financial stability and secure your legacy with expert gui... ...more
Financial ,Tax Insurance Retirement &Blogs & Newsletters
March 18, 2024•4 min read
The Inevitable Taxation Tsunami: How to Prepare Your Retirement
Prepare for retirement's biggest expense: taxes! Learn how to navigate the "taxation tsunami" and secure your financial future. Free consultation & bonus guide included! ...more
Tax ,Insurance Retirement &Blogs & Newsletters
February 27, 2024•2 min read
Social Security
Understanding U.S. Tax History & Planning for Your Financial Future
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families
Discover the secrets to safeguarding your family's wealth for generations through tax-efficient strategies. Learn how to prioritize long-term financial stability and secure your legacy with expert gui... ...more
Financial ,Tax Insurance Retirement &Blogs & Newsletters
March 18, 2024•4 min read
The Inevitable Taxation Tsunami: How to Prepare Your Retirement
Prepare for retirement's biggest expense: taxes! Learn how to navigate the "taxation tsunami" and secure your financial future. Free consultation & bonus guide included! ...more
Tax ,Insurance Retirement &Blogs & Newsletters
February 27, 2024•2 min read
Estate Planning
Understanding U.S. Tax History & Planning for Your Financial Future
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families
Discover the secrets to safeguarding your family's wealth for generations through tax-efficient strategies. Learn how to prioritize long-term financial stability and secure your legacy with expert gui... ...more
Financial ,Tax Insurance Retirement &Blogs & Newsletters
March 18, 2024•4 min read
The Inevitable Taxation Tsunami: How to Prepare Your Retirement
Prepare for retirement's biggest expense: taxes! Learn how to navigate the "taxation tsunami" and secure your financial future. Free consultation & bonus guide included! ...more
Tax ,Insurance Retirement &Blogs & Newsletters
February 27, 2024•2 min read
Investment Strategies
Understanding U.S. Tax History & Planning for Your Financial Future
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families
Discover the secrets to safeguarding your family's wealth for generations through tax-efficient strategies. Learn how to prioritize long-term financial stability and secure your legacy with expert gui... ...more
Financial ,Tax Insurance Retirement &Blogs & Newsletters
March 18, 2024•4 min read
The Inevitable Taxation Tsunami: How to Prepare Your Retirement
Prepare for retirement's biggest expense: taxes! Learn how to navigate the "taxation tsunami" and secure your financial future. Free consultation & bonus guide included! ...more
Tax ,Insurance Retirement &Blogs & Newsletters
February 27, 2024•2 min read
Business Owners
Understanding U.S. Tax History & Planning for Your Financial Future
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families
Discover the secrets to safeguarding your family's wealth for generations through tax-efficient strategies. Learn how to prioritize long-term financial stability and secure your legacy with expert gui... ...more
Financial ,Tax Insurance Retirement &Blogs & Newsletters
March 18, 2024•4 min read
The Inevitable Taxation Tsunami: How to Prepare Your Retirement
Prepare for retirement's biggest expense: taxes! Learn how to navigate the "taxation tsunami" and secure your financial future. Free consultation & bonus guide included! ...more
Tax ,Insurance Retirement &Blogs & Newsletters
February 27, 2024•2 min read
BLOGS & RESOURCES
Understanding U.S. Tax History & Planning for Your Financial Future
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•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.