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
How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth
Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more
Financial ,Tax Estate Planning &Blogs & Newsletters
January 23, 2024•4 min read
Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement
The article navigates through key aspects of estate planning, such as wealth preservation, tax mitigation, long-term care considerations, and strategies against inflation and market volatility. It un... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity
This blog article provides a concise, expert guide to legacy planning for American families over 50, rooted in the author's experience as a financial advisor with conservative family values. It outlin... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Social Security
How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth
Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more
Financial ,Tax Estate Planning &Blogs & Newsletters
January 23, 2024•4 min read
Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement
The article navigates through key aspects of estate planning, such as wealth preservation, tax mitigation, long-term care considerations, and strategies against inflation and market volatility. It un... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity
This blog article provides a concise, expert guide to legacy planning for American families over 50, rooted in the author's experience as a financial advisor with conservative family values. It outlin... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Estate Planning
How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth
Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more
Financial ,Tax Estate Planning &Blogs & Newsletters
January 23, 2024•4 min read
Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement
The article navigates through key aspects of estate planning, such as wealth preservation, tax mitigation, long-term care considerations, and strategies against inflation and market volatility. It un... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity
This blog article provides a concise, expert guide to legacy planning for American families over 50, rooted in the author's experience as a financial advisor with conservative family values. It outlin... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Investment Strategies
How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth
Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more
Financial ,Tax Estate Planning &Blogs & Newsletters
January 23, 2024•4 min read
Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement
The article navigates through key aspects of estate planning, such as wealth preservation, tax mitigation, long-term care considerations, and strategies against inflation and market volatility. It un... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity
This blog article provides a concise, expert guide to legacy planning for American families over 50, rooted in the author's experience as a financial advisor with conservative family values. It outlin... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Business Owners
How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth
Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more
Financial ,Tax Estate Planning &Blogs & Newsletters
January 23, 2024•4 min read
Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement
The article navigates through key aspects of estate planning, such as wealth preservation, tax mitigation, long-term care considerations, and strategies against inflation and market volatility. It un... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity
This blog article provides a concise, expert guide to legacy planning for American families over 50, rooted in the author's experience as a financial advisor with conservative family values. It outlin... ...more
Estate Planning ,Blogs & Newsletters
December 11, 2023•3 min read
BLOGS & RESOURCES
How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth
Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more
Financial ,Tax Estate Planning &Blogs & Newsletters
January 23, 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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