10 Common Retirement Mistakes and How to Avoid Them

10 Common Retirement Mistakes and How to Avoid Them

10 Common Retirement Mistakes and How to Avoid ThemThe AFI Group
Published on: 24/01/2025

Retirement mistakes can derail your dreams. Discover the top 10 pitfalls retirees face, why they happen, and how to avoid them. Plan ahead, stay informed, and secure the retirement you’ve worked so hard for!

Retirement Rescue Weekly
10 Action Steps to Protect the Financial Future of a Surviving Spouse

10 Action Steps to Protect the Financial Future of a Surviving Spouse

10 Action Steps to Protect the Financial Future of a Surviving SpouseThe AFI Group
Published on: 12/12/2024

Are you prepared to protect your spouse’s financial future? Join us live to learn 10 essential steps, from Social Security strategies to tax planning, that ensure financial security for your loved one. Don’t wait—secure their future today!

Retirement Rescue Weekly
Nurturing Wealth: A Midwest Journey

Nurturing Wealth: A Midwest Journey

Nurturing Wealth: A Midwest JourneyThe AFI Group
Published on: 20/11/2023

In the vast heartland of America, my Midwest upbringing shapes my approach to finance and estate planning. Like tending to the fertile plains, assembling a skilled team is crucial, and the estate plan is akin to planting seeds for a thriving financial legacy. Trusts act as protective barns against estate storms, and regularly reviewing beneficiaries ensures harmony with current aspirations. Explore tax-efficient strategies, embracing the spirit of giving for a flourishing legacy in the heartland.

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