AFA Blog

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

Will Updated I.R.S. Tables Create an Opportunity for Retirees?
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...
Continue reading
103 Hits

Earnings Season Gets Underway

Earnings Season Gets Underway
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 “...
Continue reading
115 Hits

Tax Filing Season Is a Little Later This Year

Tax Filing Season Is a Little Later This Year
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....
Continue reading
136 Hits

Distributions from Mutual Funds

Distributions from Mutual Funds
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...
Continue reading
83 Hits

Navigating Your Required Minimum Distribution

Navigating Your Required Minimum Distribution
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...
Continue reading
89 Hits

2020 IRA Deadlines Are Approaching

2020 IRA Deadlines Are Approaching
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.    ...
Continue reading
128 Hits

5 Highlights of the New Stimulus Package

5 Highlights of the New Stimulus Package
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 ...
Continue reading
140 Hits

Interest Rates and Your Mortgage

Interest Rates and Your Mortgage
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...
Continue reading
134 Hits

Does Main Street Need a Wall Street Strategy?

Does Main Street Need a Wall Street Strategy?
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 ...
Continue reading
119 Hits

Coronavirus Vaccines and the Economy

Coronavirus Vaccines and the Economy
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...
Continue reading
171 Hits

Managing Money as a Couple

Managing Money as a Couple
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...
Continue reading
190 Hits

How and When to Sign Up for Medicare

How and When to Sign Up for Medicare
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...
Continue reading
223 Hits

How Medigap Choices Have Changed

How Medigap Choices Have Changed
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...
Continue reading
191 Hits

Election 2020

Election 2020
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...
Continue reading
250 Hits

2020 Financial To-Do List

2020 Financial To-Do List
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...
Continue reading
245 Hits

Year-End Estate Strategies

Year-End Estate Strategies
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...
Continue reading
239 Hits

Facts About Medicare Open Enrollment

Facts About Medicare Open Enrollment
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...
Continue reading
318 Hits

Extraordinary Times Mean Extra Federal Debt

Extraordinary Times Mean Extra Federal Debt
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...
Continue reading
277 Hits

Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense
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...
Continue reading
341 Hits

Is Inflation On The Rise?

Is Inflation On The Rise?
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...
Continue reading
318 Hits

Why Roth IRA Conversions May Now Be Advantageous

Why Roth IRA Conversions May Now Be Advantageous
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...
Continue reading
350 Hits

Dow 30 Changes Its Starting Lineup

Dow 30 Changes Its Starting Lineup
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...
Continue reading
384 Hits

How Much Money Will You Need for Retirement?

How Much Money Will You Need for Retirement?
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...
Continue reading
385 Hits

Strategic vs. Tactical Investing

Strategic vs. Tactical Investing
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...
Continue reading
472 Hits

Will Political Changes Affect the Economy?

Will Political Changes Affect the Economy?
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...
Continue reading
419 Hits

Don’t Overreact in August

Don’t Overreact in August
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 ...
Continue reading
441 Hits

529 Education Savings Plans Updates

529 Education Savings Plans Updates
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...
Continue reading
399 Hits

What's Driving Current Market Behavior?

What's Driving Current Market Behavior?
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...
Continue reading
408 Hits

What makes 2020 a unique year for retirement?

What makes 2020 a unique year for retirement?
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...
Continue reading
505 Hits

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. ...
Continue reading
510 Hits

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....
Continue reading
531 Hits

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...
Continue reading
616 Hits

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 ...
Continue reading
701 Hits

“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...
Continue reading
901 Hits

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...
Continue reading
648 Hits

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...
Continue reading
542 Hits

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....
Continue reading
652 Hits

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 ...
Continue reading
652 Hits

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 ...
Continue reading
550 Hits

Market Low? Notes From Mike Stark

Market Low? Notes From Mike Stark
Continue reading
953 Hits

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” (...
Continue reading
739 Hits

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. .
Continue reading
926 Hits

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. .
Continue reading
1103 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...
Continue reading
545 Hits

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 ...
Continue reading
684 Hits

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...
Continue reading
696 Hits

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. .
Continue reading
1237 Hits

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...
Continue reading
704 Hits

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 ...
Continue reading
609 Hits

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...
Continue reading
719 Hits

Investment Updates

Planning Briefs

Contact Info

Call Us: 770-977-2434
Toll Free: 888-413-9080
Email: info@afainvestments.com
2551 Roswell Road, Suite 310
Marietta, GA 30062