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What Type of Retirement Plan Is Best for Self-Employed Workers?
AFO2023-06-01T11:37:56+00:00While self-employment provides the freedom and convenience to work however one wants, wherever one wants, and whenever one wants, some...
How Financial Advisors Can Help Lottery Winners
AFO2023-05-28T05:33:27+00:00Winning a sum of money through the lottery can be one of the most influential and life-changing moments in an...
6 Practical Tips to Find Top-Rated Financial Advisors and Financial Planners
AFO2023-05-28T05:32:40+00:00Managing money is often one less aspect an individual should be worrying about in their complex daily life. Choosing a...
When to Change Your Financial Advisor: Different Things to Consider
AFO2023-05-28T05:31:39+00:00One’s relationship with their financial advisor or financial planner can be a very intimate one, considering how important an individual’s...
A Beginner’s Guide for Personal Wealth Management
AFO2023-05-15T05:01:55+00:00A Beginner's Guide for Personal Wealth Management Reviewed by: Dan Casey Dan Casey Vice President Vice President, Financial Planner, and Portfolio Manager...
Everything to know about First Time Homebuyer Credit
AFO2023-04-03T09:32:21+00:00Everything to know about First-Time Homebuyer Credit Reviewed by: Dan Casey Dan Casey Vice President Vice President, Financial Planner, and Portfolio Manager...
New Retirement Rules have goodies for everyone! – The Secure Act 2.0
AFO2023-01-26T05:54:14+00:00New Retirement Rules have goodies for everyone! The Secure Act 2.0 passed the Senate at the very end of 2022, and...
Trust and Estate Planning: All You Need to Know
AFO2023-01-17T08:00:12+00:00Trust and Estate Planning: All You Need to Know Estate planning is the process of creating a comprehensive plan that designates...
Top 10 Wealth Management Books to Read in 2023
AFO2022-12-11T05:28:05+00:00Top 10 Wealth Management Books to Read in 2023 The field of wealth management is broad, yet the services that wealth...