Gift4Giving with Fidelity Charitable Gift Fund
Donor-advised funds are one of our favorite vehicles for tax-efficient charitable giving.
We want you to know
Support for Caregivers
More than 65 million people (29% of the U.S. population) provide care for an aged, chronically ill, or disabled family member or friend during any given year. The average caregiver spends 20 hours per week providing care for their loved…
Your Retirement Plans: A Grand Vision or Turn-by-Turn?
In the long run, it may be better if you have a clear sense of where you are headed.
Important Numbers for 2025
Updates from the IRS and Social Security Administration for the year ahead.
Three Thought Leaders on Investment & Economic Literacy
Empower yourself to become a more qualified CEO of your financial life.
The Negative Side of Compound Interest
The same magical math that works to grow your retirement portfolio works against you with debt.
Fiduciary Lawn Services
The difference in serving clients over processes.
Meet the Team: Jake Spradlin, Paraplanner
AFG has had a lot of growth in the past year, and it has been an exciting time for us. One of the highlights of the past year was bringing on a new Paraplanner, Jake Spradlin. He hit the ground…
The Importance of a Personal Risk Assessment
We all have spent time trying to understand our risk tolerance to design the best asset allocation in up and down markets for our investment portfolio. I would like to encourage you to also spend time thinking about your personal…
The Power of Compound Interest
How compound interest works like magic to help build a portfolio over time.