The AFI GroupDiscover essential steps for a fulfilling and financially secure retirement. Learn how to maximize social security, protect against inflation, secure guaranteed income, and plan for long-term care, ensuring your wealth serves you and your family for generations.
The AFI GroupGiving to charities is a great way to help out your community and give back during the holiday season. Charitable gifting can take many forms, from cash donations to even donated appreciated assets. And individual donations make up the vast majority of aid that many charitable organizations and programs rely on. In fact, 72% of all donations in 2016 came from individuals.[1] If you plan to wrap up the year with charitable gifts, here are some tips to keep in mind.
The AFI GroupSo, you have sent the kids off on their own and now find yourself an empty nester. This new life stage brings quieter vibes in the house and less multitasking to manage. But beyond the physical changes, you also have new financial factors to address in order to support efficient, long-term wealth management. If you’re an empty nester experiencing this life change, here are some financial reminders to keep in mind.
The AFI GroupServing as a caregiver for your parents and children is a hefty responsibility that can impact many areas of your life. As a “sandwich generation” member, you are supporting aging parents—who may be ill, unable to be financial independent, or otherwise—while raising your own younger children.[1] As a result, successfully managing your own financial life and helping aging parents can be a delicate balancing act.