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 Common Retirement Mistakes and How to Avoid Them
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 ha... ...more
Retirement Rescue Weekly
January 24, 2025•4 min read
How To Build A Retirement Paycheck: Turning Your Savings Into Security
Retirement is your time to relax, but without a plan for replacing your paycheck, it can be a challenge. Learn how to build a reliable retirement paycheck by combining Social Security, pensions, inves... ...more
Retirement Rescue Weekly
January 22, 2025•5 min read
New Year’s Resolutions for Retirement: Why Financial Planning Matters
Kick off the new year with confidence! Discover how to turn vague financial resolutions into actionable retirement goals that stick. Whether you're in the retirement red zone or already retired, a hol... ...more
Retirement Rescue Weekly
January 09, 2025•5 min read
Social Security
10 Common Retirement Mistakes and How to Avoid Them
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 ha... ...more
Retirement Rescue Weekly
January 24, 2025•4 min read
How To Build A Retirement Paycheck: Turning Your Savings Into Security
Retirement is your time to relax, but without a plan for replacing your paycheck, it can be a challenge. Learn how to build a reliable retirement paycheck by combining Social Security, pensions, inves... ...more
Retirement Rescue Weekly
January 22, 2025•5 min read
New Year’s Resolutions for Retirement: Why Financial Planning Matters
Kick off the new year with confidence! Discover how to turn vague financial resolutions into actionable retirement goals that stick. Whether you're in the retirement red zone or already retired, a hol... ...more
Retirement Rescue Weekly
January 09, 2025•5 min read
Estate Planning
10 Common Retirement Mistakes and How to Avoid Them
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 ha... ...more
Retirement Rescue Weekly
January 24, 2025•4 min read
How To Build A Retirement Paycheck: Turning Your Savings Into Security
Retirement is your time to relax, but without a plan for replacing your paycheck, it can be a challenge. Learn how to build a reliable retirement paycheck by combining Social Security, pensions, inves... ...more
Retirement Rescue Weekly
January 22, 2025•5 min read
New Year’s Resolutions for Retirement: Why Financial Planning Matters
Kick off the new year with confidence! Discover how to turn vague financial resolutions into actionable retirement goals that stick. Whether you're in the retirement red zone or already retired, a hol... ...more
Retirement Rescue Weekly
January 09, 2025•5 min read
Investment Strategies
10 Common Retirement Mistakes and How to Avoid Them
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 ha... ...more
Retirement Rescue Weekly
January 24, 2025•4 min read
How To Build A Retirement Paycheck: Turning Your Savings Into Security
Retirement is your time to relax, but without a plan for replacing your paycheck, it can be a challenge. Learn how to build a reliable retirement paycheck by combining Social Security, pensions, inves... ...more
Retirement Rescue Weekly
January 22, 2025•5 min read
New Year’s Resolutions for Retirement: Why Financial Planning Matters
Kick off the new year with confidence! Discover how to turn vague financial resolutions into actionable retirement goals that stick. Whether you're in the retirement red zone or already retired, a hol... ...more
Retirement Rescue Weekly
January 09, 2025•5 min read
Business Owners
10 Common Retirement Mistakes and How to Avoid Them
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 ha... ...more
Retirement Rescue Weekly
January 24, 2025•4 min read
How To Build A Retirement Paycheck: Turning Your Savings Into Security
Retirement is your time to relax, but without a plan for replacing your paycheck, it can be a challenge. Learn how to build a reliable retirement paycheck by combining Social Security, pensions, inves... ...more
Retirement Rescue Weekly
January 22, 2025•5 min read
New Year’s Resolutions for Retirement: Why Financial Planning Matters
Kick off the new year with confidence! Discover how to turn vague financial resolutions into actionable retirement goals that stick. Whether you're in the retirement red zone or already retired, a hol... ...more
Retirement Rescue Weekly
January 09, 2025•5 min read
BLOGS & RESOURCES
10 Common Retirement Mistakes and How to Avoid Them
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 ha... ...more
Retirement Rescue Weekly
January 24, 2025•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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