AFA Blog

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?

...
Continue reading
65 Hits

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’s important to consider how your resources and risk tolerance change as you move through different life stages. Saving for your retirement looks very different at age 30 compared to age 60. As financial advisors, we strive to help our clients develop retirement savings plans that are appropriate to the changing circumstances they face at every age. Here are some areas that we consider when giving age-appropriate retirement advice.

...
Continue reading
51 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 these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can cause retirement plans to fall short.

...
Continue reading
244 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-expectancy in mind.

...
Continue reading
185 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. During these conversations about financial regrets, I often remind clients that it is important to remember that with time comes perspective and experience. So while they, as adults, may have regrets about past financial blunders, they can use their knowledge and experience to help their children steer clear of the same mistakes. With April being Financial Literacy Month, there is no better time to learn about the importance of teaching children about financial matters and helping them form good habits.

...
Continue reading
205 Hits

Featured News

Financial 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