AFO BLOGS
Financial Planner: Definition, Roles, Types and FAQs
Financial Planner: Definition, Roles, Types and FAQs A financial planner is an advisor that works with clients to help them manage...
Secure Act 2.0 Would Benefit Many Retirees And Young People
SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE The second Secure Act (H.R. 5954) has passed the House in...
Active Vs. Passive Investment: How To Choose The Right Strategy
When investing, people often wonder what is the best strategy(active or passive investment)? First, Active investing is buying and selling investments...
Tax Planning Strategies For High Net Worth Individuals
Invest in Companies that Pay Qualified Dividends Most high income earners know that taxes on capital gains are lower than standard...
College Savings Strategies
When you bring a new baby home from the hospital, college may seem to be a long way away deep...
College Saving Strategies For Your Child’s Education
One thought that arises when you become a parent is how you will pay for their college education and the...
Tax Planning And Tax Strategy Concepts
TAX PLANNING AND TAX STRATEGY CONCEPTS Taxes are the way through which we contribute to public expenditures for the development of...
How To Find The Right Estate And Trust Advisors For You
Financial planning and estate planning remains an important facet of wealth management. The importance of investing in ...
All You Need To Know About Strategic Estate Planning Services
Wise investors always set up a structure to determine what happens to their wealth when they are gone or incapable...