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

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, 20242 min read

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

Uncovering Hidden Treasure: How to Identify Assets for Retirement Income You Never Knew Existed

Discover assets specifically tailored for retirement in "The Great Treasure Hunt." Uncover the potential goldmine within your home, navigate the world of reverse mortgages, and consolidate lost 401(k... ...more

Financial ,Insurance Retirement &Blogs & Newsletters

February 02, 20243 min read

Uncovering Hidden Treasure: How to Identify Assets for Retirement Income You Never Knew Existed

How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth

Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more

Financial ,Tax Estate Planning &Blogs & Newsletters

January 23, 20244 min read

How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth

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, 20182 min read

 Should You Take Social Security Benefits at 62?

Estate Planning

How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth

Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more

Financial ,Tax Estate Planning &Blogs & Newsletters

January 23, 20244 min read

How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth

Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement

The article navigates through key aspects of estate planning, such as wealth preservation, tax mitigation, long-term care considerations, and strategies against inflation and market volatility. It un... ...more

Estate Planning ,Blogs & Newsletters

December 11, 20233 min read

Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement

Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity

This blog article provides a concise, expert guide to legacy planning for American families over 50, rooted in the author's experience as a financial advisor with conservative family values. It outlin... ...more

Estate Planning ,Blogs & Newsletters

December 11, 20233 min read

Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity

Investment Strategies

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, 20242 min read

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

Uncovering Hidden Treasure: How to Identify Assets for Retirement Income You Never Knew Existed

Discover assets specifically tailored for retirement in "The Great Treasure Hunt." Uncover the potential goldmine within your home, navigate the world of reverse mortgages, and consolidate lost 401(k... ...more

Financial ,Insurance Retirement &Blogs & Newsletters

February 02, 20243 min read

Uncovering Hidden Treasure: How to Identify Assets for Retirement Income You Never Knew Existed

Unveiling Effective Strategies: How to Create Multi-Generational Wealth for Conservative American Families

Ever wondered about the secrets behind multi-generational wealth for conservative families? Discover fiscal wisdom, innovation, legacy crafting, tax efficiency, and mentorship. Secure your family's de... ...more

Financial ,Tax Retirement &Blogs & Newsletters

January 15, 20243 min read

Unveiling Effective Strategies: How to Create Multi-Generational Wealth for Conservative American Families

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, 20212 min read

Grants, Loans, and Programs to Benefit Your Small Business

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, 20172 min read

How Life Insurance Can Help Business Owners

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, 20173 min read

Retiring While Owning a Business

BLOGS & RESOURCES

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

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, 20242 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.