BLOG, ARTICLES, & RESOURCES
Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.
Taxes in Retirement
10 Action Steps to Protect the Financial Future of a Surviving Spouse
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... ...more
Retirement Rescue Weekly
December 12, 2024•4 min read
Key Retirement Milestones: The Ages You Need to Know
Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more
Blogs & Newsletters ,Retirement Rescue Weekly
December 10, 2024•4 min read
Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more
Retirement Rescue Weekly
November 20, 2024•4 min read
Social Security
10 Action Steps to Protect the Financial Future of a Surviving Spouse
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... ...more
Retirement Rescue Weekly
December 12, 2024•4 min read
Key Retirement Milestones: The Ages You Need to Know
Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more
Blogs & Newsletters ,Retirement Rescue Weekly
December 10, 2024•4 min read
Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more
Retirement Rescue Weekly
November 20, 2024•4 min read
Estate Planning
10 Action Steps to Protect the Financial Future of a Surviving Spouse
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... ...more
Retirement Rescue Weekly
December 12, 2024•4 min read
Key Retirement Milestones: The Ages You Need to Know
Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more
Blogs & Newsletters ,Retirement Rescue Weekly
December 10, 2024•4 min read
Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more
Retirement Rescue Weekly
November 20, 2024•4 min read
Investment Strategies
10 Action Steps to Protect the Financial Future of a Surviving Spouse
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... ...more
Retirement Rescue Weekly
December 12, 2024•4 min read
Key Retirement Milestones: The Ages You Need to Know
Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more
Blogs & Newsletters ,Retirement Rescue Weekly
December 10, 2024•4 min read
Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more
Retirement Rescue Weekly
November 20, 2024•4 min read
Business Owners
10 Action Steps to Protect the Financial Future of a Surviving Spouse
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... ...more
Retirement Rescue Weekly
December 12, 2024•4 min read
Key Retirement Milestones: The Ages You Need to Know
Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more
Blogs & Newsletters ,Retirement Rescue Weekly
December 10, 2024•4 min read
Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more
Retirement Rescue Weekly
November 20, 2024•4 min read
BLOGS & RESOURCES
10 Action Steps to Protect the Financial Future of a Surviving Spouse
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... ...more
Retirement Rescue Weekly
December 12, 2024•4 min read
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
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