Recent blog posts - American Financial Advisors

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...

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Navigating Qualified Charitable

AFA

Thursday, January 16 2020

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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

AFA

Thursday, January 09 2020

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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

AFA

Tuesday, November 12 2019

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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

AFA

Wednesday, October 30 2019

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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

AFA

Tuesday, October 15 2019

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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

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...

209 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...

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Road To Early Retirement

AFA

Thursday, September 19 2019

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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

AFA

Tuesday, September 03 2019

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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

AFA

Friday, August 23 2019

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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

AFA

Tuesday, August 13 2019

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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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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...

267 Hits

Is Your Retirement SECURE?

AFA

Thursday, July 18 2019

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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 ...

301 Hits

Tolerate The Turbulence

AFA

Thursday, July 11 2019

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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...

217 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...

297 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...

279 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.

239 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 ...

359 Hits

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

AFA

Wednesday, September 26 2018

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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’...

277 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...

585 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...

431 Hits

Preparing Your Children for Adulthood through Financial Literacy

AFA

Monday, April 16 2018

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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...

432 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...

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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...

385 Hits

AFA Blog

Health Care Costs Are Cutting into Retirement Preparations

Navigating Qualified Charitable

The SECURE Act

Inventorying Your Possessions

Your Changing Definition of Risk in Retirement

Why Having a Financial Professional Matters

A Retirement Fact Sheet

The High Cost of Health Care

Road To Early Retirement

Eight Mistakes That Can Upend Your Retirement

Money Moves to Consider in Summer

Summer Newsletter

Your Diversified Portfolio vs. the S&P 500

Is Your Retirement SECURE?

Tolerate The Turbulence

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

Your Financial Wingman

Keep Calm, Select the Best Route

3 Reasons Why Robots Won’t Replace Financial Advisors

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

4 Reasons Your Retirement Plan Might Fall Short

Financial Longevity: Planning for a Longer Life

Preparing Your Children for Adulthood through Financial Literacy

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

Jamie Dimon Comments on America

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