Recent blog posts - American Financial Advisors

Investor Sentiment Is Shifting

AFA

Friday, May 14 2021

Marketing

Investor Sentiment Is Shifting This year, markets have experienced an odd phenomenon. Provided by American Financial Advisors A recent survey shows that 63% of investors are more interested in protecting their financial assets and p...

66 Hits

2021 Retirement Confidence Survey

AFA

Wednesday, May 05 2021

Marketing

2021 Retirement Confidence Survey A deep dive into workers' expectations in retirement versus actual income sources. Provided by American Financial Advisors Will your retirement dreams match your reality? That's perhaps th...

122 Hits

Guarding Against Identity Theft

AFA

Friday, April 30 2021

Marketing

Guarding Against Identity Theft Take steps so criminals won’t take vital information from you. Provided by American Financial Advisors America is enduring a data breach problem. As many workers traded in the office for remote work,...

153 Hits

Qualified Charitable Distributions

AFA

Friday, April 23 2021

Marketing

Qualified Charitable Distributions A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by American Financial Advisors Do you have an I.R.A.? As you enter your 70s, you may start to look at th...

169 Hits

The American Rescue Plan Makes FSAs a Little More Flexible

AFA

Friday, April 16 2021

Business

The American Rescue Plan Makes FSAs a Little More Flexible The act boosts the amount that companies can allow workers to deposit. Provided by American Financial Advisors For those with a Dependent Care Flexible Spending Account (FSA...

199 Hits

Investing During Periods of Inflation

AFA

Friday, April 09 2021

Marketing

Investing During Periods of Inflation What does inflation mean for your investments? Provided by American Financial Advisors In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in ord...

210 Hits

It’s All About Bonds

AFA

Friday, April 02 2021

Marketing

It’s All About Bonds Long bond yields may increase for several reasons. Provided by American Financial Advisors There’s an old Wall Street maxim that says, “markets climb a wall of worry.” And these days, there’s plenty to worry abo...

152 Hits

Tax Efficiency in Retirement

AFA

Thursday, March 25 2021

Marketing

Tax Efficiency in Retirement What role should taxes play in your investment decisions? Provided by American Financial Advisors Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will re...

215 Hits

The New Inherited I.R.A. Rules

AFA

Friday, March 19 2021

Marketing

The New Inherited I.R.A. Rules Do you know what has changed for I.R.A. beneficiaries? Provided by American Financial Advisors New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement E...

254 Hits

The Shadow of Inflation

AFA

Friday, March 12 2021

Marketing

The Shadow of Inflation How could recent legislation impact the economy? Provided by American Financial Advisors We are sure you’ve heard that the House recently passed the Senate another round of stimulus to try and counteract the ...

125 Hits

Economic Predictions: What Lies Ahead?

AFA

Wednesday, March 03 2021

Marketing

Economic Predictions: What Lies Ahead? Here’s what the financial forecast may have in store. Provided by American Financial Advisors It can be easy to overlook the nation’s solid economic fundamentals when the financial media splash...

251 Hits

Oil Prices on the Move

AFA

Friday, February 26 2021

Marketing

Oil Prices on the Move What to know about the recent rally. Provided by American Financial Advisors At this time last year, it was still unknown that a deadly global pandemic was on the rise, eventually stalling economic growth and ...

310 Hits

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

AFA

Friday, February 19 2021

Marketing

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...

305 Hits

Earnings Season Gets Underway

AFA

Friday, February 12 2021

Marketing

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 “...

263 Hits

Tax Filing Season Is a Little Later This Year

AFA

Friday, February 05 2021

Marketing

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....

190 Hits

Distributions from Mutual Funds

AFA

Friday, January 29 2021

Marketing

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...

130 Hits

Navigating Your Required Minimum Distribution

AFA

Friday, January 22 2021

Marketing

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...

137 Hits

2020 IRA Deadlines Are Approaching

AFA

Friday, January 15 2021

Marketing

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. ...

183 Hits

5 Highlights of the New Stimulus Package

AFA

Friday, January 08 2021

Marketing

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 ...

194 Hits

Interest Rates and Your Mortgage

AFA

Friday, December 18 2020

Marketing

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...

184 Hits

Does Main Street Need a Wall Street Strategy?

AFA

Friday, December 11 2020

Marketing

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 ...

174 Hits

Coronavirus Vaccines and the Economy

AFA

Friday, December 04 2020

Marketing

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...

230 Hits

Managing Money as a Couple

AFA

Friday, November 20 2020

Marketing

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...

249 Hits

How and When to Sign Up for Medicare

AFA

Friday, November 13 2020

Marketing

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...

306 Hits

How Medigap Choices Have Changed

AFA

Friday, November 06 2020

Marketing

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...

241 Hits

Election 2020

AFA

Friday, October 30 2020

Marketing

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...

354 Hits

2020 Financial To-Do List

AFA

Friday, October 23 2020

Marketing

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...

310 Hits

Year-End Estate Strategies

AFA

Friday, October 16 2020

Marketing

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...

296 Hits

Facts About Medicare Open Enrollment

AFA

Friday, October 09 2020

Marketing

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...

401 Hits

Extraordinary Times Mean Extra Federal Debt

AFA

Friday, October 02 2020

Marketing

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...

333 Hits

Why Regular Rebalancing Makes Sense

AFA

Friday, September 25 2020

Marketing

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...

413 Hits

Is Inflation On The Rise?

AFA

Friday, September 18 2020

Marketing

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...

384 Hits

Why Roth IRA Conversions May Now Be Advantageous

AFA

Friday, September 11 2020

Marketing

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...

416 Hits

Dow 30 Changes Its Starting Lineup

AFA

Friday, September 04 2020

Marketing

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...

459 Hits

How Much Money Will You Need for Retirement?

AFA

Friday, August 28 2020

Marketing

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...

458 Hits

Strategic vs. Tactical Investing

AFA

Friday, August 14 2020

Marketing

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...

527 Hits

Will Political Changes Affect the Economy?

AFA

Friday, August 14 2020

Marketing

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...

483 Hits

Don’t Overreact in August

AFA

Friday, August 07 2020

Marketing

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 ...

512 Hits

529 Education Savings Plans Updates

AFA

Friday, July 31 2020

Marketing

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...

453 Hits

What's Driving Current Market Behavior?

AFA

Friday, July 24 2020

Marketing

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...

480 Hits

What makes 2020 a unique year for retirement?

AFA

Wednesday, July 15 2020

Marketing

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...

563 Hits

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. ...

591 Hits

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....

607 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...

701 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 ...

784 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...

1074 Hits

The Pros and Cons of Early Retirement Plan Rollovers

AFA

Friday, May 29 2020

Marketing

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...

703 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...

597 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....

713 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 ...

723 Hits

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