by AFP Staff | Jan 26, 2022 | Financial Planning
It is not uncommon to be awarded company stock in your retirement account. When this happens and it becomes time for you to retire, there are certain moves you can make to achieve better tax outcomes. This is often referred to as “net unrealized appreciation”...
by AFP Staff | Mar 19, 2020 | Financial Planning
These are very interesting times we are living in, to say the least. The Coronavirus pandemic has upended daily life and economic activity all around the world. It is hard to believe that the Dow Jones Industrial Average was at an all-time high of 29,551 points on...
by AFP Staff | Feb 27, 2020 | Financial Planning
Once you’ve built a budget and started getting some extra monthly cashflow, you’ll want to establish an emergency fund. An emergency fund is exactly what it sounds like—it’s there for emergencies only. As such it should be put away in a savings account, CD, or money...
by AFP Staff | Feb 25, 2019 | Business plans, Finance & accounting, Financial Planning, Tax Planning, Tax Return
Two certain things in life are death and taxes. And even though much can change in the tax system, the IRS will always be there to take their portion of your income. Much indeed has changed since the 2017 Tax Cuts and Jobs Act. Many Americans this year are seeing less...
by AFP Staff | Jan 4, 2019 | Financial Planning
The reason I love my job is not because I love spreadsheets, formulas, or ratios, although I enjoy the technical aspects of my job just like a barista enjoys knowing the difference between French and Italian roasts. The real reason I love my job is not because I help...
