Your New Year Financial Checklist
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.
We want you to know
What Does It Take to Join the 6% Club?
What it takes to achieve a New Year’s resolution.
Important Numbers for 2026
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…
The Social Readjustment Scale
A helpful lens for understanding stress in difficult situations.
Upgraded PlanFirst! Portal and New App
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…
529-to-Roth Rollovers
Understanding the ability to roll over unused funds for the beneficiary.
Are All Billionaires the Same?
A closer look at the billionaire pecking order.
Scary Financial Statistics That Will Give You the Chills
Seven statistics to give you a fright!
Deepfake Fraud: Protect Your Investments
How to stay one step ahead of AI faces, voices, and media.
Open Enrollment Season 2025
Important dates to keep in mind for health insurance and other accounts.