by AFP Staff | Oct 5, 2021 | Financial Planning
I’ve had a few friends and clients reach out and ask about ESG investing so I wanted to write a blog about its importance in the investing space right now. ESG is an acronym that stands for an approach to investing that focuses on investing only in companies that...
by AFP Staff | Sep 10, 2021 | Financial Planning
Keep contributing to an IRA. Did you know that you can keep contributing to an IRA no matter how old you are? The IRS changed the rules so that after 2020 you can continue contributing to an IRA at any age as long as you or your spouse has earned income (wages) for...
by AFP Staff | Aug 6, 2021 | Financial Planning
2021 has been an interesting year for the stock market and investing. Many Americans have taken the challenges presented in 2020 as well as the runup in the stock market, as an opportunity to retire. Others were forced into an early retirement because of circumstances...
by AFP Staff | Jul 7, 2021 | Financial Planning
Many investors are wondering when the bottom will fall out for both the stock and real estate markets. We know people who “called the top” and sold their personal residences with the intent to rent for the time being and then buy another house once the market...
by AFP Staff | Jun 1, 2021 | Financial Planning
Have you noticed the prices edging up not just on homes and gas, but also on groceries, lumber, used cars, and home improvement items? My friend told me a story last week about how he works in a large home improvement store and over the last year, he’s watched the...
by AFP Staff | Apr 23, 2021 | Financial Planning
I was recently asked to be on a panel discussion for a professional group of Virginia lawyers where the discussion centered on surviving an economic downturn during one’s career. The coronavirus pandemic brought its own set of challenges professionally,...
by AFP Staff | Mar 30, 2021 | Financial Planning
What would having your dream financial advisor look like? You don’t necessarily have to love meeting with your advisor. After all, these meetings typically include discussions about issues such as taxes, basis points, pie charts, retirement, and estate planning. You...
by AFP Staff | Feb 22, 2021 | Economics, Financial Freedom, Financial Planning, Investments
Are you familiar with stock market bubbles? If you’ve been investing since before the housing bubble of 2008 then you are, but perhaps the 1999 dotcom bubble is a more poignant and painful reminder for you. In the runup to the dotcom bubble everyone believed that the...
by AFP Staff | Feb 8, 2021 | Financial Planning
With the Dow, Nasdaq, and S&P 500 all reaching new record highs, one must wonder, “is this an inflated market?” You don’t want to miss out on potential gains if this 12-year bull market continues its runup, but you don’t want to lose money by potentially buying at...
by AFP Staff | Jan 15, 2021 | Financial Freedom, Financial Planning, Investments
The average American worker will change jobs 5-7 times throughout his or her career. This can sometimes lead to a menagerie of old retirement accounts that become too much to try to keep track of individually. It’s not uncommon for workers to forget their login...
