Wealth Advisory
Carmen Grinkis, Leading Lady Making a Difference in Her Community
Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2022 spotlight, which included over 100 inspiring, passionate, determined leaders who are making a difference in their Rhode Island communities. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a division of […]
The Market’s Response to War and Uncertainty
It’s been almost two weeks since Russian troops entered Ukraine. We too watch in horror as the toll on Ukrainian civilians continues to grow. In addition to the lives lost and infrastructure destroyed, we are witnessing the fastest growing refugee crisis in Europe since World War II, according to the United Nations. “Any man’s death […]
AAF Wealth Management Quarterly Update
2021 was a year of big expectations, big headlines, and even bigger returns in the world’s financial markets. With hopes of putting pandemic lockdowns in our past, 2021 looked capable of ushering in a new era. There were no shortages of headlines to divert our attention away from the economy. From political changes, to headlines […]
Tax Planning Guides for Businesses & Individuals (2021-2022)
When considering your optimal tax planning & compliance strategy, business & individual tax payers must account for all current and impending tax code changes. This includes the 2017 Tax Cuts and Jobs Act, the 2019 Further Consolidated Appropriations Act, the 2020 Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and subsequent stimulus initiatives, as […]
Grinkis Earns Advanced Life Insurance Underwriting Designation
Carmen Grinkis, Wealth Advisor and Co-Managing Partner of AAF Wealth Management, recently earned a Chartered Life Underwriter® (CLU®) designation, which certifies she obtained expertise that exceeds basic life insurance underwriting requirements. In addition to the CLU®, Carmen has a PhD in Clinical Psychology, a Certification in Long-Term Care (CLTC®), and she is a licensed investment […]
AAF Wealth Management Q2 Market Update
Summer is here, just in time for us to emerge cautious and bleary-eyed from quarantine. It’s been more gratifying this summer, in particular, to reunite with family and friends, connect in person with colleagues, and recharge with much needed vacations! The global economy and financial markets are gaining momentum as people get out and spend […]
3 Ways to Plan for your Grandchildren’s Financial Future
For many of our clients, taking care of loved ones and leaving a legacy is an important part of your financial journey. The arrival of a grandchild marks the beginning or expansion of a new generation. There is a sense of magic as the baby represents the family projecting far into the future. These new […]
AAFCPAs to Present Wealth Migration Strategies
Joshua England, LLM, Esq., Partner and Tax Consulting Attorney at AAFCPAs, will contribute his tax expertise in a Webinar on May 27th, sharing key considerations when moving personal or business assets to another jurisdiction. Many high-profile CEOs have moved their businesses for financial incentives. In this interactive panel discussion, Josh and a panel of financial […]
You Snooze, You Lose. Preserve Wealth Before Legislation Eliminates Opportunities
As you know, AAFCPAs anticipated changes on the horizon to the Estate Tax Exemption. On March 25, 2021, Senator Bernie Sanders introduced legislation called “For the 99.5% Act,” which, if passed, would establish a new progressive estate tax rate structure on the top 0.5% of Americans who inherit over $3.5 million in wealth. It is […]