Wealth Advisory
Job Change? Now is a Good Time to Revisit Your Financial Plan
When you change employers, embark on a long sabbatical, take early retirement, or experience any sort of significant career shift, you face a new set...
Blog
Wealth Advisory
Wealth Advisory
Tax Planning & Compliance
Two Tax-friendly Vehicles for Charitable Giving
Since the IRS nearly doubled its standard deduction in 2017, a large number of taxpayers no longer itemize and, therefore, do not receive the associated...
Wealth Advisory
3.2% Cost-of-living Adjustment in 2024
The Social Security Administration recently announced a 3.2 percent cost-of-living adjustment (COLA) for 2024. While this is higher than its 2.6 percent average annual increase...
Wealth Advisory
AAF Wealth Management Q3 Market Insight
The intricacies of market performance are deeply intertwined with various external factors, including inflation, interest rates, political shifts, geopolitical affairs, and natural disasters. This includes,...
Wealth Advisory
From the Desk of Carmen Grinkis – October 2023
Clients often come to us because of some kind of transition or challenge. They may be heading into retirement, navigating a divorce, or coping with...
Wealth Advisory
From the Desk of Jonathan Bloom – October 2023
On the Desk This time of year, we have an opportunity to step back and understand how things are progressing with your financial plan. Between...
Wealth Advisory
From the Desk of Kevin Hodson – September 2023
On the Desk The Federal Reserve just concluded their most recent Federal Open Market Committee (FOMC) meeting on 9/20. In the post-meeting presser Wednesday afternoon,...
Andrew Hammond
From the Desk of Andy Hammond – September 2023
On the Desk The last few months of the year are always a busy time. We’re helping our clients with year-end planning, tax strategies, and...
Camila Gonalez Whalen
Asset Protection Strategies for High-Net-Worth Individuals
Asset protection strategies can form a legal and financial separation between professional and personal assets. This can limit your personal liability should a legal or...
