Category Archives: Financial Planning
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.
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…
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.
Scary Financial Statistics That Will Give You the Chills
Seven statistics to give you a fright!
Charitable Giving Under New Tax Law
If you donate to charity, here's how OBBBA may impact your strategy.
Navigating the Modern Wedding
Wedding planning tips from the ring to the honeymoon.
Student Loan Update: SAVE Plan & PSLF
Updates to the Savings on a Valuable Education Plan and Public Service Loan Forgiveness