Afm

Afm We offer Financial Planning, Tax Preparation and Retirement Planning Services.

Tax time can be a good time to give your household budget a checkup.
04/26/2023

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
04/24/2023

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

FDIC insurance was designed to protect your deposited funds, but do you know how?
04/21/2023

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Children with special needs may need ongoing help after their parents are gone.
04/19/2023

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

M0 is the total of all physical currency worldwide. What’s it look like?
04/17/2023

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

How much is enough for your emergency fund?
04/14/2023

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
04/12/2023

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

What steps might help you sustain and grow your retirement savings? This piece explores them.
04/10/2023

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting mo...
04/07/2023

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector.

Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector.

Three tips for giving smart from the heart.
04/07/2023

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
04/05/2023

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
04/03/2023

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Address

Coto De Caza, CA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Afm posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Afm:

Shortcuts

Share

Category