AFA Blog

CARES Act: Will There Be a Phase 4?

CARES Act: Will There Be a Phase 4?
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. ...
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U.S. Banks Flush With $2 Trillion in Cash

U.S. Banks Flush With $2 Trillion in Cash
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....
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Before You Claim Social Security

Before You Claim Social Security
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...
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?
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 ...
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“Backdoor” Roth IRAs

“Backdoor” Roth IRAs
“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...
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The Pros and Cons of Early Retirement Plan Rollovers

The Pros and Cons of Early Retirement Plan Rollovers
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...
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Tax-Loss Harvesting

Tax-Loss Harvesting
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...
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Details on the Tax Extension Deadline

Details on the Tax Extension Deadline
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....
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Roth IRA Conversions in the Era of COVID-19

Roth IRA Conversions in the Era of COVID-19
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 ...
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The Federal Reserve's Unprecedented Moves

The Federal Reserve's Unprecedented Moves
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 ...
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Market Low? Notes From Mike Stark

Market Low? Notes From Mike Stark
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Key Provisions of the CARES Act

Key Provisions of the CARES Act
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” (...
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Notes From Mike - Dr. Fauci

Notes From Mike - Dr. Fauci
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. .
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March 27th Market Update with Mike Stark

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. .
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606 Hits

Should You Care What the Financial Markets Do Each Day?

Should You Care What the Financial Markets Do Each Day?
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...
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Tax Considerations for Retirees

Tax Considerations for Retirees
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 ...
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Retirement is a Beginning

Retirement is a Beginning
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...
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Market Update with Mike Stark

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. .
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That First Distribution From Your IRA

That First Distribution From Your IRA
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...
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Choosing the Right Tax Professional in 5 Easy Steps

Choosing the Right Tax Professional in 5 Easy Steps
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 ...
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Annual Financial To-Do List

Annual Financial To-Do List
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...
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Required Beginning Date, What You Need To Know

Required Beginning Date, What You Need To Know
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New I.R.S. Contribution Limits

New I.R.S. Contribution Limits
New I.R.S. Contribution Limits A look at the maximum amounts you can put into retirement accounts this year. Provided by American Financial Advisors, LLC   The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and...
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The Major Retirement Planning Mistakes

The Major Retirement Planning Mistakes
The Major Retirement Planning Mistakes Why are they made again and again? Provided by American Financial Advisors, LLC   Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, an...
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Health Care Costs Are Cutting into Retirement Preparations

Health Care Costs Are Cutting into Retirement Preparations
Health Care Costs Are Cutting into Retirement Preparations   This is happening in subtle and not-so-subtle ways.    Provided by American Financial Advisors, LLC   You may have seen this statistic before or one resembling it: t...
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Navigating Qualified Charitable

Navigating Qualified Charitable
Navigating Qualified Charitable Distributions in 5 Easy Steps Provided by American Financial Advisors, LLC1   What is a qualified charitable distribution (QCD)? A qualified charitable distribution, or a QCD, is a distribution from...
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The SECURE Act

The SECURE Act
The SECURE Act   Long-established retirement account rules change.   Provided by American Financial Advisors, LLC   The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of ...
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Inventorying Your Possessions

Inventorying Your Possessions
Inventorying Your Possessions   It is helpful for insurance purposes.   Provided by American Financial Advisors   It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may re...
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Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement
Your Changing Definition of Risk in Retirement Some things to consider. Provided by American Financial Advisors   During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and t...
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Why Having a Financial Professional Matters

Why Having a Financial Professional Matters
Why Having a Financial Professional Matters A good professional provides important guidance and insight through the years. Provided by American Financial Advisors   What kind of role can a financial professional play for an investor? ...
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287 Hits

A Retirement Fact Sheet

A Retirement Fact Sheet
A Retirement Fact Sheet Some specifics about the “second act.” Provided by American Financial Advisors, LLC      Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life af...
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363 Hits

The High Cost of Health Care

The High Cost of Health Care
The High Cost of Health Care A financial strategy can take health care costs into account.   Provided by American Financial Advisors   One of the most ubiquitous aspects of social media in recent years has been the arrival of Amer...
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242 Hits

Road To Early Retirement

Road To Early Retirement
The FIRE Movement A radical new approach to working, saving, and retiring.   Provided by American Financial Advisors   Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early...
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Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement
Eight Mistakes That Can Upend Your Retirement Avoid these situations, if you can. Provided by American Financial Advisors, LLC   Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mis...
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Money Moves to Consider in Summer

Money Moves to Consider in Summer
Money Moves to Consider in Summer Now is a good time to think about a few financial matters.   Provided by American Financial Advisors, LLC   Next April – and cooler weather - may seem far off, but this may be an excellent time to...
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Summer Newsletter

Summer Newsletter
  Summer Newsletter SMART TIP: Want to start working out, but need more motivation and support? Search Facebook or other social media platforms for local, group fitness classes and meetups. You might be surprised by what events are availa...
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320 Hits

Your Diversified Portfolio vs. the S&P 500

Your Diversified Portfolio vs. the S&P 500
Your Diversified Portfolio vs. the S&P 500   How global returns and proper diversification are affecting overall returns.     Provided by American Financial Advisors, LLC   “Why is my portfolio underperforming the market?” Thi...
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Is Your Retirement SECURE?

Is Your Retirement SECURE?
  What the SECURE Act Could Mean for Retirement Plans If passed, it would change some long-established retirement account rules. Provided by American Financial Advisors, LLC If you follow national news, you may have heard of ...
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433 Hits

Tolerate The Turbulence

Tolerate The Turbulence
Tolerate the Turbulence Look beyond the moment.  Stay focused on your long-term objectives.   Provided American Financial Advisors, LLC   Volatility will always exist.  You invest for the long term and must learn to tol...
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349 Hits

We Use A Checklist When We Fly; Why Not Use A Mental Checklist When You Invest?

We Use A Checklist When We Fly;  Why Not Use A Mental Checklist When You Invest?
Reliable Information vs. instinct.What follows is a broad mental checklist all investors can use to increase their odds of a successful investment experience during a lifetime of “decisions”.   The choices we make with our assets can be strongly infl...
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475 Hits

Your Financial Wingman

Your Financial Wingman
Your Financial Wingman If anything happens to you, your family has a trusted source to consult. Provided by American Financial Advisors, LLC If you weren’t around, what would happen to your investments? In many families, one person handles inves...
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420 Hits

Keep Calm, Select the Best Route

Keep Calm, Select the Best Route
Headlines add volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. 
 
As an investor, how much will this turmoil matter to you in the long run? Not as much as you may expect. There are many good reasons to remain in the market rather than attempting to guess when and where big shifts in fortune may occur.
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396 Hits

3 Reasons Why Robots Won’t Replace Financial Advisors

3 Reasons Why Robots Won’t Replace Financial Advisors
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a ...
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Retirement Savings Tips: From Your 20s to Your 60s

Retirement Savings Tips: From Your 20s to Your 60s
Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’...
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465 Hits

4 Reasons Your Retirement Plan Might Fall Short

4 Reasons Your Retirement Plan Might Fall Short
Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of th...
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761 Hits

Financial Longevity: Planning for a Longer Life

Financial Longevity: Planning for a Longer Life
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectan...
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635 Hits

Preparing Your Children for Adulthood through Financial Literacy

Preparing Your Children for Adulthood through Financial Literacy
As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial decisions. Duri...
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610 Hits

AFA $$$ Blog --- Hold Onto Your Hat......

"The ratio of upgrades to downgrades for U.S. large caps (corporate earnings) stands at the highest level since the data series started in 1988." Richard Turnill, Blackrock Global Chief Investment Strategist "Based on current earnings and upward re...
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Jamie Dimon Comments on America

Below is an excerpt from an interview this past September with JP Morgan Chase CEO, Jamie Dimon at the The Economic Club in Washington, D.C. with David Rubinstein, CEO of the Carlyle Group. If after reading the snippet below you are interested in wat...
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