Ready to Retire? Know Your Options Before You Decide You’ve decided you’re ready to retire. Then the questions start. What
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The Sandwich Generation: Caring for Them, Planning for You
There comes a point in life when you expect some of your responsibilities to start easing up. The kids are
Financial Planning for Loved Ones with Special Needs
At AFP, we recognize that every family’s journey is unique. For some members of our team, this topic is personal. We
For Many Men, Retirement Is More Than a Financial Transition
As retirement approaches, most conversations focus on financial readiness. Will the savings last? When should Social Security begin? How should income be
Is Your Home Ready for the Next Chapter of Your Life?
As people move closer to and through retirement, conversations about the future often begin to shift, and home is often
Is Your Financial Clutter Costing You Peace of Mind?
There’s a Swedish concept called döstädning—death cleaning. It sounds morbid until you understand what it means: the practice of decluttering
How Protected Is Your Financial Life, Really?
There’s something about March that feels transitional. We’re not quite in winter, not quite in spring. The clocks spring forward,
Get Ready, Get Set, GO! Organizing Your Financial Year
February often feels like the quiet month after the holiday rush—a perfect time to shift from New Year’s resolutions to
Is your Financial Plan Connecting the Dots to your Investment Returns?
If you have investment accounts, you’re probably familiar with the stream of statements that arrive each quarter. Your 401(k) or
Are You Getting the Most from Your Year-End Charitable Giving?
The season between Thanksgiving and year-end is when many of us feel most generous. We’re reflecting on what we’re grateful
Which Options Make Sense for You?
Open enrollment season is here again, and if you’re like most people, you’re staring at a screen full of options,
What Needs to Happen When a Loved One Dies?
We often say that financial planning is not all about numbers. This could not be truer than when, as a