Kevin Hodson
Kevin February 2025 Desk Memo
Clients frequently inquire about the potential impact of administrative changes on their financial plans and investments as well as our strategies for adapting to the...
Blog
Kevin Hodson
Kevin Hodson
Wealth Advisory
AAF Wealth Management Q4 2024 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal financial health, AAFCPAs is pleased...
Wealth Advisory
Social Security Changes for Public Service Employees
What To Know About the Social Security Fairness Act On Sunday, January 5, President Biden signed the Social Security Fairness Act into law, marking one...
Kevin Hodson
From the Desk of Kevin Hodson: New Retirement Savings Limits and the Impact of Cost of Living
With the conclusion of this year, let’s welcome the opportunities of the next. Following are updates on retirement savings limits and their impact on your...
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...
Nonprofit
How Nonprofits Overcome Barriers to Optimize Reserve Funds
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Kevin P. Hodson, CMT, CAIA, AIF®, Director of Investments, Wealth Advisor and Katie Belanger, CPA, Partner briefed approximately...
Cybersecurity & IT Risk
Fidelity E-Delivery Initiative Spurs a Surge of Phishing Scams
Last week, AAF Wealth Management informed clients about an upcoming outreach effort by Fidelity Investments and cautioned them of an increase in phishing scams as...
Growth Story
Promotions Celebrated at AAFCPAs
Boston, MA (September 10th, 2024)—AAFCPAs, a preeminent 350+ employee CPA and consulting firm based in New England, is pleased to announce recent promotions in Assurance,...
Wealth Advisory
AAF Wealth Management Q2 2024 Market Insights
Note: These market insights were written prior to the weekend’s events. We express our sincere condolences to victims of last weekend’s assassination attempt on Donald...
