In her latest column in The Bay, Carmen Grinkis, PhD, CLTC, CLU®, CFP®, Co-Managing Partner & Wealth Advisor at AAF Wealth Management, explores the surprising...
What we choose to keep, change, or leave behind can reveal a great deal about our priorities. Carmen Grinkis considers how the clarity that follows...
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q3 2026...
AAF Wealth Management welcomes Julie A. Drainville, CFP®, ChFC®, EA, whose integrated approach to wealth management, tax strategy, estate planning, and long-term stewardship reflects the...
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q2 2026...
For families focused on long‑term wealth planning, Trump Accounts, a newly introduced federal children’s savings program, now offer tax-advantaged long-term savings opportunities for children under...
In this ArticleGeopolitical Concerns and Key DriversInflation and the Role of the Federal ReserveMarket/Economic Expectations for 2026Investor Behavior in Light of Recent Volatility In an...
This article was originally published during Women’s History Month in the Leading Ladies supplement by PROVIDENCE MEDIA (Providence Monthly, Hey Rhody, So Rhode Island, and...
Personal financial planning is something we go through together, evolving as we age andorganize our lives. It’s a process that’s ongoing, unique, and deeply personal—reminding...
