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
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
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, 2024•4 min read
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, 2023•3 min read
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, 2023•3 min read
Investment Strategies
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
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, 2024•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
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
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Office: 714.543.5900
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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.