Financial Strategies for Doctors, Dentists and Surgeons
Learn how doctors, dentists, and surgeons achieve financial stability through strategic planning, budgeting, and retirement saving for a secure future
Retirement Savings Contributions Credit (Saver’s Credit)
AFO2023-07-06T05:41:19+00:00Saving and investing are both important areas of finance individuals need to succeed in, yet many families often struggle to keep up with their expenses. Setting aside funding each month to fulfill retirement goals such as building up a retirement fund, saving for college education expenses, saving for family vacations,...
July 6, 2023Retirement
Top Retirement Investment Workshops to Attend in 2023
AFO2023-07-02T13:11:29+00:00Understanding the intricacies of finance planning and retirement is a rather large and difficult undertaking for any individual or family, especially those without a formal financial education or degree. Retirement planning is one of the most crucial and important aspects of personal financial management that must be mastered by individuals...
June 18, 2023Blogs, Retirement
Retirement Tips for Employers
AFO2023-07-02T13:12:42+00:00Retirement is an important and significant milestone in an employee's life. As an employer, it is important to support and provide a crucial role in helping one’s employees prepare for a secure financial future. By implementing effective retirement plans and providing the correct support, one can ensure that employees are...
June 17, 2023Blogs, Retirement
What Type of Retirement Plan Is Best for Self-Employed Workers?
AFO2023-07-02T13:16:41+00:00While self-employment provides the freedom and convenience to work however one wants, wherever one wants, and whenever one wants, some challenges and obstacles do present themselves in the form of retirement savings.
June 1, 2023Blogs, Retirement
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 there is something for everyone in there. Many of the new regulations go into effect over the next few years but a few are immediate. First, the new requirement minimum distribution...
January 23, 2023Blogs, Retirement
A Guide to Different Types of Retirement Plans for Small Businesses
AFO2022-11-22T13:08:52+00:00A Guide to Different Types of Retirement Plans for Small Businesse Owners Retirement for Business Owners Retirement is a common occurrence for individuals looking to leave the workforce at the end of their careers. The standard retirement age in the United States is over the age of 65. By this point in...
November 22, 2022Retirement
How to Choose a Right Retirement Plan
AFO2022-11-15T07:43:06+00:00How to Choose a Right Retirement Plan Retirement Overview Retirement is when an individual chooses to permanently or semi-permanently leave the workforce. This form of permanent leave is a common occurrence in the United with individuals typically retiring over the age of 65. In order to retire, one must accumulate savings through...
November 8, 2022Retirement
Retirement: Overview, Purpose, Benefits and Types
AFO2022-11-15T07:39:22+00:00Retirement: Overview, Purpose, Benefits and Types Retirement is often referred to as the time an individual chooses to permanently or semi-permanently leave the workforce behind. This is a common occurrence in the United States and most developed countries with individuals over the age of 65. One is able to retire through...
November 6, 2022Retirement
Secure Act 2.0 Would Benefit Many Retirees And Young People
AFO2022-07-25T10:22:36+00:00SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE The second Secure Act (H.R. 5954) has passed the House in an overwhelming bipartisan fashion. While it must go through the Senate and be signed by the president, some version of it will likely get passed. Here are some of the...
April 1, 2022Blogs, Retirement