Andrew Hammond
From the Desk of Andrew Hammond: 529 to Roth IRA Rollovers
As we get closer to the end of the year, I wanted to share some exciting news about a new financial strategy that may benefit…
AAFCPAs Blog.
A resource for finance and business leaders seeking timely insights, practical guidance, and industry perspective. Explore content across accounting, tax, audit, and advisory topics to support informed decision-making.
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Wealth Advisory
AAF Wealth Management Q3 2024 Market Insights
AAFCPAs is pleased to share the following Q3 2024 Market Insights published by AAF Wealth Management, a subsidiary of AAFCPAs. While world markets were relatively…
Andrew Hammond
From The Desk of Andrew Hammond – July 2024
Voices in this industry, wealth management, encourage you to save as much as possible and never spend. It is predicated on getting investors to believe…
Andrew Hammond
From The Desk of Andrew Hammond – March 2024
Different times throughout the year provide different opportunities to explore certain personal financial planning strategies. At the end of the year, it’s taxes and Required…
Andrew Hammond
From the Desk of Andy Hammond – December 2023
On the Desk When asked if there are common themes as we approach the finish line of 2023, there is of course the logistical year-end…
Wealth Advisory
3.2% Cost-of-living Adjustment in 2024
The Social Security Administration recently announced a 3.2 percent cost-of-living adjustment (COLA) for 2024. While this is higher than its 2.6 percent average annual increase…
Wealth Advisory
AAF Wealth Management Q3 Market Insight
The intricacies of market performance are deeply intertwined with various external factors, including inflation, interest rates, political shifts, geopolitical affairs, and natural disasters. This includes,…
Andrew Hammond
From the Desk of Andy Hammond – September 2023
On the Desk The last few months of the year are always a busy time. We’re helping our clients with year-end planning, tax strategies, and…
Wealth Advisory
Federal Financial Aid Eliminates Sibling Discount in 2024-2025
A change to the federal financial aid formula arising from The Consolidated Appropriations Act of 2021 is set to eliminate a break that previously helped…
