AFA Blog

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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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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531 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 ...
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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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971 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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541 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. .
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1095 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...
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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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560 Hits

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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566 Hits

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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579 Hits

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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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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Investment Updates

Planning Briefs

Contact Info

Call Us: 770-977-2434
Toll Free: 888-413-9080
Email: info@afainvestments.com
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