Recent blog posts - American Financial Advisors

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. ...

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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....

68 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...

77 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 ...

103 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...

168 Hits

The Pros and Cons of Early Retirement Plan Rollovers

AFA

Friday, May 29 2020

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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...

165 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...

92 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....

184 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 ...

206 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 ...

120 Hits

Market Low? Notes From Mike Stark

AFA

Friday, April 03 2020

Marketing

512 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” (...

274 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. .

474 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. .

606 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...

121 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 ...

202 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...

196 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. .

708 Hits

That First Distribution From Your IRA

AFA

Thursday, March 05 2020

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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...

180 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 ...

147 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...

218 Hits

Required Beginning Date, What You Need To Know

AFA

Thursday, February 13 2020

Marketing

Required Beginning Date, What You Need To Know

174 Hits

New I.R.S. Contribution Limits

AFA

Thursday, February 06 2020

Marketing

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...

254 Hits

The Major Retirement Planning Mistakes

AFA

Thursday, January 30 2020

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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...

245 Hits

Health Care Costs Are Cutting into Retirement Preparations

AFA

Thursday, January 23 2020

Marketing

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...

200 Hits

Navigating Qualified Charitable

AFA

Thursday, January 16 2020

Marketing

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...

177 Hits

The SECURE Act

AFA

Thursday, January 09 2020

Marketing

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 ...

236 Hits

Inventorying Your Possessions

AFA

Tuesday, November 12 2019

Marketing

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...

239 Hits

Your Changing Definition of Risk in Retirement

AFA

Wednesday, October 30 2019

Marketing

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...

261 Hits

Why Having a Financial Professional Matters

AFA

Tuesday, October 15 2019

Marketing

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? ...

287 Hits

A Retirement Fact Sheet

AFA

Tuesday, October 08 2019

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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...

363 Hits

The High Cost of Health Care

AFA

Wednesday, September 25 2019

Marketing

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...

242 Hits

Road To Early Retirement

AFA

Thursday, September 19 2019

Marketing

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...

414 Hits

Eight Mistakes That Can Upend Your Retirement

AFA

Tuesday, September 03 2019

Marketing

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...

456 Hits

Money Moves to Consider in Summer

AFA

Friday, August 23 2019

Marketing

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...

511 Hits

Summer Newsletter

AFA

Tuesday, August 13 2019

Marketing

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...

320 Hits

Your Diversified Portfolio vs. the S&P 500

AFA

Thursday, August 08 2019

Marketing

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...

397 Hits

Is Your Retirement SECURE?

AFA

Thursday, July 18 2019

Marketing

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 ...

433 Hits

Tolerate The Turbulence

AFA

Thursday, July 11 2019

Marketing

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...

349 Hits

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

AFA

Tuesday, July 02 2019

Marketing

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...

475 Hits

Your Financial Wingman

AFA

Wednesday, June 26 2019

Marketing

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...

420 Hits

Keep Calm, Select the Best Route

AFA

Tuesday, June 18 2019

Marketing

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.

396 Hits

3 Reasons Why Robots Won’t Replace Financial Advisors

AFA

Tuesday, October 02 2018

Marketing

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 ...

577 Hits

Retirement Savings Tips: From Your 20s to Your 60s

AFA

Wednesday, September 26 2018

Marketing

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’...

465 Hits

4 Reasons Your Retirement Plan Might Fall Short

AFA

Thursday, May 03 2018

Marketing

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...

761 Hits

Financial Longevity: Planning for a Longer Life

AFA

Friday, April 20 2018

Marketing

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...

635 Hits

Preparing Your Children for Adulthood through Financial Literacy

AFA

Monday, April 16 2018

Marketing

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...

610 Hits

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

AFA

Monday, March 12 2018

Marketing

"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...

632 Hits

Jamie Dimon Comments on America

AFA

Monday, March 12 2018

Marketing

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...

533 Hits

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