Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
AFM-LLC.COM
How Women Can Prepare For Retirement
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
AFM-LLC.COM
Retiring the 4% Rule
Have a strategy for discussing healthcare with your parents. #AgingParents
AFM-LLC.COM
Caring for Aging Parents
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
AFM-LLC.COM
Do You Owe The AMT?
Wall Street has a lot of cliches. How many do you know?
#WallStreet
AFM-LLC.COM
16 Wall Street Cliches in 60 Seconds
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
AFM-LLC.COM
9 Facts About Social Security
Over age 50? You may be able to catch-up on retirement.
AFM-LLC.COM
Catch-Up Contributions
Does your business have a retirement strategy that fits your short, long-term needs?
AFM-LLC.COM
Choosing a Retirement Plan that Fits Your Business
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
AFM-LLC.COM
Monthly Market Insights | October 2020
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
AFM-LLC.COM
A Home Insurance Claim: To File Or Not To File
Every year since 1947, the U.S. President pens an economics textbook.
AFM-LLC.COM
Required Reading: The Economic Report of the President
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
AFM-LLC.COM
Inflation and Your Portfolio
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
AFM-LLC.COM
How to Appeal Your Property Taxes
Considering alternative investments? It’s critical to sort through the complexity. #video
AFM-LLC.COM
Alternative Investments - Going Mainstream
Have you heard these three common misconceptions about #SocialSecurity?
AFM-LLC.COM
Don't Buy The Hype
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
AFM-LLC.COM
Budgeting After a Divorce
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
AFM-LLC.COM
The Business Cycle
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
AFM-LLC.COM
The ABC’s of Auto Insurance
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
AFM-LLC.COM
Jane Bond: Decoding Diversification
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
AFM-LLC.COM
Monthly Market Insights | November 2020
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
AFM-LLC.COM
Are Alternative Investments Right for You?
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
AFM-LLC.COM
What If You Get Audited?
Whether you realize it or not, you’ve allocated your assets.
AFM-LLC.COM
A Decision Not Made Is Still a Decision
You’ll need to weigh several factors before retiring abroad.
AFM-LLC.COM
Thinking of Retiring Abroad?
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
AFM-LLC.COM
Weighing the Benefits of Prepaid Debit Cards
The key to #healthcare in retirement might be a patchwork of different choices.
AFM-LLC.COM
Extended Care: A Patchwork of Possibilities
What would happen to your loved ones if you were gone? Make financial preparations today.
AFM-LLC.COM
Variable Universal Life Insurance
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
AFM-LLC.COM
Gap Insurance for Leased Cars
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
AFM-LLC.COM
Understanding Marginal Income Tax Brackets
Your financial future is calling. Develop a strategy for your investments today.
AFM-LLC.COM
The Cost of Procrastination
Do you know how long it may take for your investments to double in value?
AFM-LLC.COM
The Rule of 72
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
AFM-LLC.COM
Monthly Market Insights | December 2020
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
AFM-LLC.COM
“Dirty Dozen” Tax Scams to Watch For
Could you find acres of diamonds in your own backyard? Watch this video.
AFM-LLC.COM
Acres of Diamonds
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
AFM-LLC.COM
Year-End Charitable Gifting and You
The tax rules that govern donating art are complex and confusing. #taxes #art
AFM-LLC.COM
Donating Art: Taxation Abstraction
Are you ready for school—again?
AFM-LLC.COM
Estimating the Cost of College
Considering alternative investments? It’s critical to sort through the complexity. #video
AFM-LLC.COM
Alternative Investments - Going Mainstream
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
AFM-LLC.COM
What If You Get Audited?
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
AFM-LLC.COM
Immediate vs. Deferred Annuities
The key to #healthcare in retirement might be a patchwork of different choices.
MYF.MG
Extended Care: A Patchwork of Possibilities
Surprises crop up every day, and they’re a great reason to work with us.
AFM-LLC.COM
Surprises
Attention Estate Executors: Do you know about the Alternate Valuation Date?
AFM-LLC.COM
Understanding the Alternate Valuation Date
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
AFM-LLC.COM
Lesser Known Provisions of the SECURE Act
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
AFM-LLC.COM
Events on Wall Street
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
AFM-LLC.COM
What Smart Investors Know
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
AFM-LLC.COM
How to Retire Early
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
AFM-LLC.COM
Do You Owe The AMT?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
AFM-LLC.COM
Monthly Market Insights | January 2021
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
AFM-LLC.COM
“Dirty Dozen” Tax Scams to Watch For
As complex as the details of taxes can be, the income tax process is fairly straightforward.
AFM-LLC.COM
How Income Taxes Work
Wall Street has a lot of cliches. How many do you know?
#WallStreet
AFM-LLC.COM
16 Wall Street Cliches in 60 Seconds
Have a kid heading off to college? Here are a few tips.
AFM-LLC.COM
A Cheat Sheet for Sending Your Kid to College
Your #creditscore may impact what you pay for auto and home #insurance.
AFM-LLC.COM
Does Your Credit Score Affect Your Insurance Rates?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
AFM-LLC.COM
How Income Taxes Work
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
AFM-LLC.COM
Perception vs. Reality
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
AFM-LLC.COM
Investing for Impact
Wall Street has a lot of cliches. How many do you know?
#WallStreet
AFM-LLC.COM
16 Wall Street Cliches in 60 Seconds
Have a kid heading off to college? Here are a few tips.
AFM-LLC.COM
A Cheat Sheet for Sending Your Kid to College
Your #creditscore may impact what you pay for auto and home #insurance.
AFM-LLC.COM
Does Your Credit Score Affect Your Insurance Rates?
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
AFM-LLC.COM
A Brief Guide To Condo Insurance
Ever heard of a Roth 401(k)? Would one be right for you?
AFM-LLC.COM
What Is a Roth 401(k)?
The tax rules that govern donating art are complex and confusing. #taxes #art
AFM-LLC.COM
Donating Art: Taxation Abstraction
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
AFM-LLC.COM
Perception vs. Reality
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
AFM-LLC.COM
Investing for Impact
Wall Street has a lot of cliches. How many do you know?
#WallStreet
AFM-LLC.COM
16 Wall Street Cliches in 60 Seconds
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
AFM-LLC.COM
Tax Deductions You Won't Believe
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
AFM-LLC.COM
What Do Your Taxes Pay For?
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
AFM-LLC.COM
A Brief Guide To Condo Insurance
Ever heard of a Roth 401(k)? Would one be right for you?
AFM-LLC.COM
What Is a Roth 401(k)?
The tax rules that govern donating art are complex and confusing. #taxes #art
AFM-LLC.COM
Donating Art: Taxation Abstraction
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
AFM-LLC.COM
Perception vs. Reality
Is there a role for both active and passive investments in your portfolio?
AFM-LLC.COM
The Great Debate Continues: Active vs. Passive
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AFM-LLC.COM
Monthly Market Insights | February 2021
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
AFM-LLC.COM
Medicare Advantage Plans (Medicare Part C)
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
AFM-LLC.COM
Understanding Homeowner’s Insurance
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
AFM-LLC.COM
Tax Deductions You Won't Believe
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
AFM-LLC.COM
What Do Your Taxes Pay For?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
AFM-LLC.COM
Inflation & Your Money
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
AFM-LLC.COM
A Fruitful Retirement: Social Security Benefit
Is there a role for both active and passive investments in your portfolio?
AFM-LLC.COM
The Great Debate Continues: Active vs. Passive
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AFM-LLC.COM
Monthly Market Insights | February 2021
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
AFM-LLC.COM
Medicare Advantage Plans (Medicare Part C)
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
AFM-LLC.COM
Understanding Homeowner’s Insurance
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
AFM-LLC.COM
Social Security: Five Facts You Need to Know
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
AFM-LLC.COM
Red Flags for Tax Auditors
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
AFM-LLC.COM
Jane Bond: Infiltrating the Market
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
AFM-LLC.COM
Inflation & Your Money
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
AFM-LLC.COM
A Fruitful Retirement: Social Security Benefit
Is there a role for both active and passive investments in your portfolio?
AFM-LLC.COM
The Great Debate Continues: Active vs. Passive
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
AFM-LLC.COM
Retirement Realities
Have a kid heading off to college? Here are a few tips.
AFM-LLC.COM
A Cheat Sheet for Sending Your Kid to College
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
AFM-LLC.COM
Social Security: Five Facts You Need to Know
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
AFM-LLC.COM
Red Flags for Tax Auditors
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
AFM-LLC.COM
Jane Bond: Infiltrating the Market
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
AFM-LLC.COM
Inflation & Your Money
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
AFM-LLC.COM
Directors and Officers Liability Insurance
Learn more about whether you need to pay estimated taxes.
AFM-LLC.COM
You May Need to Make Estimated Tax Payments If…
As complex as the details of taxes can be, the income tax process is fairly straightforward.
AFM-LLC.COM
How Income Taxes Work
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
AFM-LLC.COM
Retirement Realities
Have a kid heading off to college? Here are a few tips.
AFM-LLC.COM
A Cheat Sheet for Sending Your Kid to College
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
AFM-LLC.COM
Social Security: Five Facts You Need to Know
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
AFM-LLC.COM
Emerging Market Opportunities
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AFM-LLC.COM
Monthly Market Insights | March 2021
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
AFM-LLC.COM
The Average American Budget
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
AFM-LLC.COM
Directors and Officers Liability Insurance
Learn more about whether you need to pay estimated taxes.
AFM-LLC.COM
You May Need to Make Estimated Tax Payments If…
As complex as the details of taxes can be, the income tax process is fairly straightforward.
AFM-LLC.COM
How Income Taxes Work
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
AFM-LLC.COM
Do You Owe The AMT?
Ever wonder about those free credit scores you get once a year? #creditscore #credit
AFM-LLC.COM
The Lowdown on Those Free Credit Scores
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
AFM-LLC.COM
Emerging Market Opportunities
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AFM-LLC.COM
Monthly Market Insights | March 2021
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
AFM-LLC.COM
The Average American Budget
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
AFM-LLC.COM
Directors and Officers Liability Insurance
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
AFM-LLC.COM
How Retirement Spending Changes With Time
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
AFM-LLC.COM
Building Your Legacy
If you don’t have an #estatestrategy, here’s some reasons why you should.
AFM-LLC.COM
Why Everyone Needs an Estate Strategy
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
AFM-LLC.COM
Do You Owe The AMT?
Ever wonder about those free credit scores you get once a year? #creditscore #credit
AFM-LLC.COM
The Lowdown on Those Free Credit Scores
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
AFM-LLC.COM
Emerging Market Opportunities
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
AFM-LLC.COM
Protecting Your Home Against Flood Loss
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?
AFM-LLC.COM
Dreaming Up an Active Retirement
What do you need to know in the face of post COVID-19 volatility?
AFM-LLC.COM
Pullbacks, Corrections, and Bear Markets
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
AFM-LLC.COM
How Retirement Spending Changes With Time
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
AFM-LLC.COM
Building Your Legacy
If you don’t have an #estatestrategy, here’s some reasons why you should.
AFM-LLC.COM
Why Everyone Needs an Estate Strategy
