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

Grants, Loans, and Programs to Benefit Your Small Business

Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more

Financial ,Business

June 15, 20212 min read

Grants, Loans, and Programs to Benefit Your Small Business

How Life Insurance Can Help Business Owners

Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.1 And while risks abound in entrepr... ...more

Financial ,Business &Insurance

November 08, 20172 min read

How Life Insurance Can Help Business Owners

Retiring While Owning a Business

Being a small business owner is a unique life experience that can provide many personal and professional rewards, such as being in control of your career. But, this also brings specific financial chal... ...more

Financial ,Business &Retirement

March 16, 20173 min read

Retiring While Owning a Business
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Social Security

Grants, Loans, and Programs to Benefit Your Small Business

Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more

Financial ,Business

June 15, 20212 min read

Grants, Loans, and Programs to Benefit Your Small Business

How Life Insurance Can Help Business Owners

Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.1 And while risks abound in entrepr... ...more

Financial ,Business &Insurance

November 08, 20172 min read

How Life Insurance Can Help Business Owners

Retiring While Owning a Business

Being a small business owner is a unique life experience that can provide many personal and professional rewards, such as being in control of your career. But, this also brings specific financial chal... ...more

Financial ,Business &Retirement

March 16, 20173 min read

Retiring While Owning a Business
Back to Home

Estate Planning

Grants, Loans, and Programs to Benefit Your Small Business

Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more

Financial ,Business

June 15, 20212 min read

Grants, Loans, and Programs to Benefit Your Small Business

How Life Insurance Can Help Business Owners

Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.1 And while risks abound in entrepr... ...more

Financial ,Business &Insurance

November 08, 20172 min read

How Life Insurance Can Help Business Owners

Retiring While Owning a Business

Being a small business owner is a unique life experience that can provide many personal and professional rewards, such as being in control of your career. But, this also brings specific financial chal... ...more

Financial ,Business &Retirement

March 16, 20173 min read

Retiring While Owning a Business
Back to Home

Investment Strategies

Grants, Loans, and Programs to Benefit Your Small Business

Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more

Financial ,Business

June 15, 20212 min read

Grants, Loans, and Programs to Benefit Your Small Business

How Life Insurance Can Help Business Owners

Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.1 And while risks abound in entrepr... ...more

Financial ,Business &Insurance

November 08, 20172 min read

How Life Insurance Can Help Business Owners

Retiring While Owning a Business

Being a small business owner is a unique life experience that can provide many personal and professional rewards, such as being in control of your career. But, this also brings specific financial chal... ...more

Financial ,Business &Retirement

March 16, 20173 min read

Retiring While Owning a Business
Back to Home

Business Owners

Grants, Loans, and Programs to Benefit Your Small Business

Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more

Financial ,Business

June 15, 20212 min read

Grants, Loans, and Programs to Benefit Your Small Business

How Life Insurance Can Help Business Owners

Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.1 And while risks abound in entrepr... ...more

Financial ,Business &Insurance

November 08, 20172 min read

How Life Insurance Can Help Business Owners

Retiring While Owning a Business

Being a small business owner is a unique life experience that can provide many personal and professional rewards, such as being in control of your career. But, this also brings specific financial chal... ...more

Financial ,Business &Retirement

March 16, 20173 min read

Retiring While Owning a Business
Back to Home

BLOGS & RESOURCES

Grants, Loans, and Programs to Benefit Your Small Business

Grants, Loans, and Programs to Benefit Your Small Business

Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more

Financial ,Business

June 15, 20212 min read

Back to Home

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[email protected]

Office: 714.543.5900

Hours: Monday - Friday | 8AM - 5PM

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.

CONTACT US:


[email protected]

Office: 714.543.5900

Hours: Monday - Friday | 8AM - 5PM

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.