Recent blog posts - American Financial Advisors

Will Updated I.R.S. Tables Create an Opportunity for Retirees?

AFA

Friday, February 19 2021

Marketing

Will Updated I.R.S. Tables Create an Opportunity for Retirees? Life expectancy table updated for the first time since 2002. Provided by American Financial Advisors If you are retired and have reached your seventies, you may have the...

103 Hits

Earnings Season Gets Underway

AFA

Friday, February 12 2021

Marketing

Earnings Season Gets Underway Quarterly financial reports are here. Provided by American Financial Advisors Every few months, you may hear the phrase “earnings season” as you listen to financial news. But what exactly is “...

115 Hits

Tax Filing Season Is a Little Later This Year

AFA

Friday, February 05 2021

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Tax Filing Season Is a Little Later This Year What to know and dates to remember Provided by American Financial Advisors Recently, the Internal Revenue Service (I.R.S.) announced that tax season will start a little later than usual....

136 Hits

Distributions from Mutual Funds

AFA

Friday, January 29 2021

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Distributions from Mutual Funds Watch Your December Statements. Provided by American Financial Advisors This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause...

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Navigating Your Required Minimum Distribution

AFA

Friday, January 22 2021

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Navigating Your Required Minimum Distribution Understand the IRS’s calculations and tables. Provided by American Financial Advisors As much as you would like to, you can’t keep your money in your retirement account forever. Thes...

89 Hits

2020 IRA Deadlines Are Approaching

AFA

Friday, January 15 2021

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2020 IRA Deadlines Are Approaching Here is what you need to know. Provided by American Financial Advisors Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. ...

128 Hits

5 Highlights of the New Stimulus Package

AFA

Friday, January 08 2021

Marketing

5 Highlights of the New Stimulus Package What the latest round of funding may mean for you. Provided by American Financial Advisors After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of ...

140 Hits

Interest Rates and Your Mortgage

AFA

Friday, December 18 2020

Marketing

Interest Rates and Your Mortgage What you need to know. Provided by American Financial Advisors With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or e...

134 Hits

Does Main Street Need a Wall Street Strategy?

AFA

Friday, December 11 2020

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Does Main Street Need a Wall Street Strategy? How will the self-employed strategize for retirement? Provided by American Financial Advisors As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash ...

119 Hits

Coronavirus Vaccines and the Economy

AFA

Friday, December 04 2020

Marketing

Coronavirus Vaccines and the Economy Hopeful markets react. Provided by American Financial Advisors As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested...

171 Hits

Managing Money as a Couple

AFA

Friday, November 20 2020

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Managing Money as a Couple What are the keys to prepare to grow wealthy together? Provided by American Financial Advisors When you marry or simply share a household with someone, your financial life changes—and your approach to mana...

190 Hits

How and When to Sign Up for Medicare

AFA

Friday, November 13 2020

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How and When to Sign Up for Medicare Breaking down the enrollment periods and eligibility. Provided by American Financial Advisors Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage...

223 Hits

How Medigap Choices Have Changed

AFA

Friday, November 06 2020

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How Medigap Choices Have Changed What you need to know about Plan F and Plan G. Provided by American Financial Advisors As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might no...

191 Hits

Election 2020

AFA

Friday, October 30 2020

Marketing

Election 2020 Preparing for Any Outcome. Provided by American Financial Advisors As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or...

250 Hits

2020 Financial To-Do List

AFA

Friday, October 23 2020

Marketing

2020 Financial To-Do List Things you can do for your future as the year unfolds. Provided by American Financial Advisors What financial, business, or life priorities do you need to address for the coming year? Now is an excellent ti...

245 Hits

Year-End Estate Strategies

AFA

Friday, October 16 2020

Marketing

Year-End Estate Strategies What you need to know to get ready for the end of the year. Provided by American Financial Advisors With one year ending and a new one on the cusp of starting, many people will consider their resolutions—n...

239 Hits

Facts About Medicare Open Enrollment

AFA

Friday, October 09 2020

Marketing

Facts About Medicare Open Enrollment How much do you know about the different coverage options? Provided by American Financial Advisors Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Me...

318 Hits

Extraordinary Times Mean Extra Federal Debt

AFA

Friday, October 02 2020

Marketing

Extraordinary Times Mean Extra Federal Debt Federal borrowing has increased due to the coronavirus pandemic. Provided by American Financial Advisors America’s debt is now nearly as large as its economy. On September 2, the Congressi...

277 Hits

Why Regular Rebalancing Makes Sense

AFA

Friday, September 25 2020

Marketing

Why Regular Rebalancing Makes Sense Your investment portfolio may be off-kilter, and you may not even know it. Provided by American Financial Advisors Everyone loves a winner. If an investment is successful, most people naturally w...

341 Hits

Is Inflation On The Rise?

AFA

Friday, September 18 2020

Marketing

Is Inflation On The Rise? What to keep in mind regarding the recent CPI numbers. Provided by American Financial Advisors Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the co...

318 Hits

Why Roth IRA Conversions May Now Be Advantageous

AFA

Friday, September 11 2020

Marketing

Why Roth IRA Conversions May Now Be Advantageous Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Provided by American Financial Advisors Roth IRAs have attracted retirement savers since t...

350 Hits

Dow 30 Changes Its Starting Lineup

AFA

Friday, September 04 2020

Marketing

Dow 30 Changes Its Starting Lineup What you should know about the change. Provided by American Financial Advisors The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key chang...

384 Hits

How Much Money Will You Need for Retirement?

AFA

Friday, August 28 2020

Marketing

How Much Money Will You Need for Retirement? It depends on your goals, time horizon, and risk tolerance. Provided by American Financial Advisors, LLC "Will I outlive my retirement money?" That's one of the top fears for people who a...

385 Hits

Strategic vs. Tactical Investing

AFA

Friday, August 14 2020

Marketing

Strategic vs. Tactical Investing How do these investment approaches differ? Provided by American Financial Advisors, LLC Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that b...

472 Hits

Will Political Changes Affect the Economy?

AFA

Friday, August 14 2020

Marketing

Will Political Changes Affect the Economy? Election years cause some anxiety. Provided by American Financial Advisors, LLC With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due...

419 Hits

Don’t Overreact in August

AFA

Friday, August 07 2020

Marketing

Don’t Overreact in August Understanding summer volatility. Provided by American Financial Advisors, LLC One of my favorite Wall Street quotes is from Mark Twain, who said: “October: This is one of the peculiarly dangerous ...

441 Hits

529 Education Savings Plans Updates

AFA

Friday, July 31 2020

Marketing

529 Education Savings Plans Updates Provided by American Financial Advisors, LLC For a while now 529 plans have been a tax-advantaged way for parents and grandparents to accumulate funds for a child’s college costs. The Secure Act, whic...

399 Hits

What's Driving Current Market Behavior?

AFA

Friday, July 24 2020

Marketing

What's driving current market behavior? Provided by American Financial Advisors, LLC In the era of COVID-19, and the financial woes it has created, we often get asked, “Why is the stock market holding up so well when the economy appears...

408 Hits

What makes 2020 a unique year for retirement?

AFA

Wednesday, July 15 2020

Marketing

What makes 2020 a unique year for retirement? Provided by American Financial Advisors, LLC Q: What makes 2020 a unique year for retirement? A: BIG changes to retirement account rules. You can attribute those changes to two major...

505 Hits

CARES Act: Will There Be a Phase 4?

AFA

Thursday, July 09 2020

Marketing

CARES Act: Will There Be a Phase 4? Provided by American Financial Advisors, LLC With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act. ...

510 Hits

U.S. Banks Flush With $2 Trillion in Cash

AFA

Friday, June 26 2020

Marketing

U.S. Banks Flush with $2 Trillion in Cash Provided by American Financial Advisors, LLC An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January....

531 Hits

Before You Claim Social Security

AFA

Thursday, June 18 2020

Marketing

Before You Claim Social Security A few things you may want to think about before filing for benefits. Provided by American Financial Advisors, LLC Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you...

616 Hits

Who Is Your Trusted Contact?

AFA

Friday, June 12 2020

Marketing

Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. Provided by American Financial Advisors, LLC Investment firms have a new client service requirement. They must now ask ...

701 Hits

“Backdoor” Roth IRAs

AFA

Friday, June 05 2020

Marketing

“Backdoor” Roth IRAs If you make too much money to open a Roth IRA, you could create one this way. Provided by American Financial Advisors, LLC You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential e...

901 Hits

The Pros and Cons of Early Retirement Plan Rollovers

AFA

Friday, May 29 2020

Marketing

The Pros and Cons of Early Retirement Plan Rollovers Should you withdraw and reinvest your retirement plan money while you are still on the job? Provided by American Financial Advisors, LLC Did you know you might be able to take som...

648 Hits

Tax-Loss Harvesting

AFA

Friday, May 15 2020

Marketing

Tax-Loss Harvesting A useful year-end move to counteract capital gains. Provided by American Financial Advisors, LLC Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event...

542 Hits

Details on the Tax Extension Deadline

AFA

Friday, May 08 2020

Marketing

Details on the Tax Deadline Extension The I.R.S. is giving you three additional months to file and pay. Provided by American Financial Advisors, LLC The Internal Revenue Service knows that many taxpayers have had a stressful spring....

652 Hits

Roth IRA Conversions in the Era of COVID-19

AFA

Friday, May 01 2020

Marketing

Roth IRA Conversions in the Era of COVID-19 Is it right for you? Provided by American Financial Advisors, LLC The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it has been a difficult time would be an ...

652 Hits

The Federal Reserve's Unprecedented Moves

AFA

Thursday, April 23 2020

Marketing

The Federal Reserve’s Unprecedented Moves What they are. How they help. Provided by American Financial Advisors, LLC In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This ...

550 Hits

Market Low? Notes From Mike Stark

AFA

Friday, April 03 2020

Marketing

953 Hits

Key Provisions of the CARES Act

AFA

Thursday, April 02 2020

Marketing

Key Provisions of the CARES Act Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Provided by American Financial Advisors, LLC Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (...

739 Hits

Notes From Mike - Dr. Fauci

AFA

Saturday, March 28 2020

Marketing

If you have questions or would like to learn more we invite you to call us at (770) 977-2434 or send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. .

926 Hits

March 27th Market Update with Mike Stark

AFA

Friday, March 27 2020

Marketing

March 27th Market Update with Mike Stark

If you have questions or would like to learn more we invite you to call us at (770) 977-2434 or send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. .

1103 Hits

Should You Care What the Financial Markets Do Each Day?

AFA

Thursday, March 26 2020

Marketing

Should You Care What the Financial Markets Do Each Day? Focusing on Your Strategy During Turbulent Times. Provided by American Financial Advisors, LLC Investors are people, and people are often impatient. No one likes to wait in lin...

545 Hits

Tax Considerations for Retirees

AFA

Wednesday, March 18 2020

Marketing

Tax Considerations for Retirees Are you aware of these potential tax breaks and tax-saving opportunities? Provided by American Financial Advisors, LLC The federal government offers some major tax breaks for older Americans. Some ...

684 Hits

Retirement is a Beginning

AFA

Thursday, March 12 2020

Marketing

Retirement Is a Beginning See if you are prepared to begin your retirement by answering four key questions. Provided by American Financial Advisors, LLC How do you know you are psychologically ready to retire? As a start, ask yours...

696 Hits

Market Update with Mike Stark

AFA

Wednesday, March 11 2020

Marketing

If you have questions or would like to learn more we invite you to call us at (770) 977-2434 or send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. .

1237 Hits

That First Distribution From Your IRA

AFA

Thursday, March 05 2020

Marketing

That First Distribution from Your IRA What you need to know. Provided by American Financial Advisors, LLC When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your tradition...

704 Hits

Choosing the Right Tax Professional in 5 Easy Steps

AFA

Thursday, February 27 2020

Marketing

Choosing the Right Tax Professional in 5 Easy Steps Provided by American Financial Advisors, LLC Why do you need a tax professional? Managing taxes during retirement will be the single most important factor in determining your ultimate ...

609 Hits

Annual Financial To-Do List

AFA

Thursday, February 20 2020

Marketing

Annual Financial To-Do List Things you can do for your future as the year unfolds. Provided by American Financial Advisors, LLC What financial, business, or life priorities do you need to address for the coming year? Now is a g...

719 Hits

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