The 5 Types of Wealth: Expanding How We Define a Rich Life
We have found that real wealth goes beyond the numbers in your portfolio.
We have found that real wealth goes beyond the numbers in your portfolio.
Is it on the brink of disaster or is this political background noise? Let’s unpack it calmly.
When economic news makes headlines, it’s often focused on national numbers or global events. But for most people, what really matters is much closer to home — the jobs available here, how much those jobs pay, the taxes you pay,…
Now is a natural time for reflection. Use this New Year Financial Checklist to ensure the key parts of your financial plan stay aligned with your life and goals.
What it takes to achieve a New Year’s resolution.
We’re at the time of the year where the IRS and Social Security administration release increases (if any) to key financial figures. Similar to the past two years, there are increases across the board going into 2026. These are detailed…
A helpful lens for understanding stress in difficult situations.
AFG is committed to always improving your experience as a client, and this is an improvement that we are particularly excited about. The PlanFirst! portal has received some meaningful upgrades – including a new mobile app! It is important to know that…
Understanding the ability to roll over unused funds for the beneficiary.
A closer look at the billionaire pecking order.