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 | Dec 15, 2021 | Financial Planning
The recovery from the March 2020 low was the fastest and most dramatic in stock market history. Investors were already feeling more confident by May 2020 and then on top that, they were rewarded with lower interest rates, stimulus packages, greater home valuations,...
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 | Oct 14, 2020 | Financial Planning, Investments
2020 has been a train wreck so far to say the least. Added to all the chaos of 2020, this year is also an election year, which could have a large impact on your finances. The stock market tends to behave a certain way in election years. Depending on who gets elected,...
by AFP Staff | Aug 27, 2020 | Economics, Finance & accounting, Financial Freedom, Financial Planning, Investments, Life Planning
Anyone can create the lifestyle and legacy they want—even you, especially you! The good news is that if you want to experience prosperity, you don’t have to time the markets perfectly, make a six-figure income, or inherit a fortune from your deceased uncle. The bad...
