Earlier this month, we gathered in celebration of Mitch Strobel's 15th anniversary at AFM! Mitch summed up his time at AFM well with this quote: "When I started I was just a kid, and now I have two kids." We're so proud to have you as part of our team, Mitch!
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Last month, Mitchell Strobel & Elizabeth Schleifer, CFP® spent time teaching DC Metropolitan Police Department Cadets some basics in personal finance!
We're proud to support DC's next wave of first responders and the Washington DC Police Foundation.
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Last week, @CarlHolubowich, John Wittelsberger, & Mitchell Strobel participated in the 30th Annual @FPANationalCap Charity Golf Classic to benefited @PowerProBono! AFM was proud to sponsor the beverage cart to support this fantastic cause.
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Searching for a guide to breakdown the basics of #Medicare? Look no further than the latest @BetterInvesting article from Alexandra Armstrong and @ChrisRiversAFM. afmfa.com/wp-content/uploads…
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Introducing Numbers & Nuances: Making the Tax Code Simpler, our latest blog series from Nicolette Davicino, CFP®, EA and Josh Kaplan, CFP®, EA! It will aim to broaden your understanding of a wide range of tax issues. Learn more here: afmfa.com/insights-from-nico…
#taxes #taxplanning
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New rules for inherited IRA accounts are poised to launch in 2024 following years of delays caused by the pandemic. Learn what's new in latest @BetterInvesting article from Alexandra Armstrong, CFP®, CRPC® and @ChrisRiversAFM
afmfa.com/wp-content/uploads…
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Alexandra Armstrong & @ChrisRiversAFM provide some helpful tax tips in their latest @BetterInvesting article, covering a wide range of topics from capital gains taxes to charitable contributions
afmfa.com/wp-content/uploads…
#personalfinance #taxplanning
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With 2023 now in the rear-view mirror, now can be a great time to check in with your estate plan. Jack Russell's latest blog has you covered with some key items to keep track of in the new year: ow.ly/eKAX50Qn58W
#estateplanning #personalfinance
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Looking to improve or expand your #charitablegivingstrategy as 2023 winds down? Mitchell Strobel has laid out all you need to know in his latest blog, including information on donor-advised funds, tax implications, and employer programs: afmfa.com/whats-new-in-chari…
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As we wind down 2023, now can be great time to check-in on your tax strategy. Thankfully, Nicolette Davicino has you covered on all things taxes with her latest blog.
afmfa.com/year-end-tax-revie…
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