Social Security benefits can be a financial lifeline for many, yet the complexity of the system often leaves significant opportunities unnoticed. There are many rules...
AAFCPAs advises clients to consider proactive strategies to shield their assets now from steep tax liabilities should the estate tax exemption be left to decrease...
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...
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...
Discussing a significant inheritance with your children, grandchildren, or other family members can be challenging. If you’re like most, you may not know where to...
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...
AAF Wealth Management, a subsidiary of AAFCPAs, is pleased to announce that Kyle Bourke, CFP®, MBA has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification,...
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share insights published...
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...
