Kevin Hodson
From The Desk of Kevin Hodson – July 2024
During the past few months, we’ve been reviewing client accounts for tax strategies, i.e., losses, and preparing for Q3. I’ve also been having great conversations...
Blog
Wealth Advisory
Wealth Advisory
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...
Carmen Grinkis
From The Desk of Carmen Grinkis – July 2024
I recently returned from the Northern California Financial Planning Conference held in San Francisco. I participate in continuing education opportunities on a routine basis, and...
Wealth Advisory
From The Desk of Jonathan Bloom – July 2024
I often reflect on my role in helping clients navigate not just retirement but all of life’s many transitions—like changing jobs, welcoming kids or grandkids,...
Wealth Advisory
Overcoming Blockers to Optimize Reserve Funds 2024
Overcoming Blockers to Optimize Reserve Funds | Webinar OnDemand Explore the common barriers that make nonprofits hesitant to invest their reserve funds and discover how...
Wealth Advisory
Q1 2024 Performance Report and Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q1 2024...
Carmen Grinkis
Carmen Grinkis, Leading Lady 2024
Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2024 spotlight, which included several inspiring,...
Jonathan Bloom
From The Desk of Jonathan Bloom – March 2024
Last quarter, we spent a lot of time talking about taxes, reviewing last year’s portfolio performance, and projecting income and expenses for the year ahead....
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...
