AFS Financial Group, A HUB International Company

10/18/2024

Life insurance can be an integral part of an effective estate plan. It provides valuable financial protection to surviving family members and helps manage and cover unexpected costs that may arise.

Life insurance can be an integral part of an effective estate plan. It provides invaluable financial protection to the surviving family members after the death of their loved one, as well as help manage and pay for unexpected costs associated with an illness or injury. Read more about it here.

10/07/2024

Happy, happy birthday, Jade! 🎉🎂

09/27/2024

There are a number of financial moves you can make in the final months of the year to ensure you are set up for success come January and throughout the new year. Here are nine pieces of advice to help you with your fall financial check-up.

Here are nine pieces of advice to help you with your fall financial check-up, such as reviewing your monthly budget, checking your credit report, and more.

09/13/2024

1. Longer Lives: Women live longer than men, so we need to plan for a longer retirement.
2. Lower Wages: Women earn less than men at the same level.
3. Women are Caretakers: for both children & elderly family members.
4. Different Priorities: Investments, Savings, and Financial Goals.
5. Lower Financial Confidence: Women have reported less confidence in their investing abilities than men.

👉This is why it's more important than ever for women to be strategic & start early when planning for our financial futures.
👉We are financial planners and we can help you develop a comprehensive financial plan tailored to your needs & goals.

☎️ Contact us today to schedule your complimentary consultation!

[email protected]

09/02/2024

As we enjoy a well-deserved break with family and friends, let's also spare a thought for those who continue to work tirelessly to keep our communities running smoothly. Your dedication is truly appreciated!

Wishing you all a relaxing and enjoyable Labor Day!☀️

08/23/2024

It's never too early to start planning for your retirement. Whether you are just beginning the planning process or already have the retirement pieces in motion, it's essential to know the steps to take to ensure your money is working for you and will continue to do so throughout retirement. Below are the necessary steps that you should take to help you feel confident in a secure retirement.

In this article, we discuss the necessary steps to take when planning for retirement. Read about our 12-step plan for a secure retirement.

08/18/2024

Happy birthday, Danny! Hope you are having an amazing day! 🎂

08/16/2024

If you (or your loved one) are planning to move into a senior living facility, it's important to do your research. Several important factors to keep in mind:

✔️ Waitlists - Some facilities have limited space, so it could take time for specific units to become available (ex. 2 BR/1 bath, 1st floor unit).
✔️Long-term care insurance - This type of insurance can help cover the costs of senior living facilities, but it's important to purchase it BEFORE you need it.
✔️Pet Policies - Not all facilities allow pets, so if you were hoping to bring along your four-legged friend, be sure to check first.

Check out our FREE Senior Living Guide Plus Checklist to learn everything you need to know about finding a senior living facility best suited for your needs!

👉 https://hubs.li/Q02vHkLc0

08/02/2024

While teaching your child these fundamental life skills, keep in mind that your main goal should be to provide guidance and support, while respecting your child's decisions and encouraging their independence.

Learn our 4 practical steps that you and your child can take to get on the path towards financial success. We discuss budgeting, establishing credit history, and more.

07/29/2024

From bad investments to the wrong savings accounts, Americans can take various missteps when planning for retirement. But so many fall victim to one mistake in particular.

An initial investment of $20 and a monthly contribution of $40, investors could make more than $38,000 in 30 years, assuming a 6% rate of return with 3% variance.

07/25/2024

That little-understood cornerstone of retirement planning is accurately estimating your longevity, or understanding how long you're likely to live once you hit retirement age.

Only about 1 in 10 Americans understands the basics of longevity, or how long they'll live in retirement. Can you pass the test?

07/22/2024

Understanding Medicare can help financial advisors best direct clients in choosing plans, reducing health care expenses and protecting retirement savings.

Retirees are confused about enrolling in Medicare, according to a 2022 survey from Sage Growth Partners and Healthpilot. Notably, 33% of respondents have a financial advisor, but only 2% use that advisor to help plan their selection. Understanding Medicare can … Continue reading → The post Retir...