The AFP Group, LLC is a financial services firm dedicated to helping clients reach and hopefully exceed their retirement goals.
05/16/2022
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
05/15/2022
$100 not spent is more like $143. Intrigued?
Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.
05/13/2022
Mortgage lenders consider many personal factors when deciding whether you can afford a home.
How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
05/11/2022
Childhood attitudes and habits can determine your child's health in his or her adult years.
Raising Healthy Children Healthy habits are one of the greatest gifts to give your child.
05/09/2022
Here are 4 unexpected locations that make great places to your .
Four Great, Unexpected Places to Raise a Family Here are 4 great, and sometimes unexpected, places to raise a family.
05/08/2022
Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.
Exploring the Federal Student Grant Program In this article, explore the benefits of the Federal Student Grant Program.
05/06/2022
Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments from the Fed are making many investors skittish.
Monthly Market Insights | May 2022 April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market.
05/06/2022
M0 is the total of all physical currency worldwide. What’s it look like?
How Big is Money? Learn a little about worldwide currency in this fun infographic
05/04/2022
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
05/02/2022
Learn more about whether you need to pay estimated taxes.
You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
05/01/2022
Committed to increasing your financial literacy? Don't be afraid to ask questions.
The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge.
Our mission is to help people master their money in all five areas of personal financial mastery (Income Optimization, Investment Optimization, Tax Planning Optimization, Estate Planning Optimization and Retirement Optimization). So you can spend your time on more fulfilling, creative and productive activities, our professional planners spend their time educating themselves, researching and anticipating potential barriers you might face and opportunities you might benefit from.
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