BLOG, ARTICLES, & RESOURCES
Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.
In the vast heartland of America, my Midwest upbringing shapes my approach to finance and estate planning. Like tending to the fertile plains, assembling a skilled team is crucial, and the estate plan... ...more
Tax ,Retirement &Blogs & Newsletters
November 20, 2023•2 min read
In this article, we provides practical advice on tax-efficient investments, estate planning, charitable giving, and dealing with market fluctuations, all with the aim of creating multi-generational we... ...more
Tax ,Retirement &Blogs & Newsletters
November 09, 2023•5 min read
Navigate a values-driven retirement journey with expert tax insights. Align financial goals with principles, secure assets, and leave a meaningful legacy. Explore tax-efficient investments, strategic ... ...more
Tax ,Retirement &Blogs & Newsletters
August 29, 2023•3 min read
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
BLOG, ARTICLES, & RESOURCES
Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.
Taxes in Retirement
In the vast heartland of America, my Midwest upbringing shapes my approach to finance and estate planning. Like tending to the fertile plains, assembling a skilled team is crucial, and the estate plan... ...more
Tax ,Retirement &Blogs & Newsletters
November 20, 2023•2 min read
In this article, we provides practical advice on tax-efficient investments, estate planning, charitable giving, and dealing with market fluctuations, all with the aim of creating multi-generational we... ...more
Tax ,Retirement &Blogs & Newsletters
November 09, 2023•5 min read
Navigate a values-driven retirement journey with expert tax insights. Align financial goals with principles, secure assets, and leave a meaningful legacy. Explore tax-efficient investments, strategic ... ...more
Tax ,Retirement &Blogs & Newsletters
August 29, 2023•3 min read
Social Security
It’s not for everyone. But, if it’s possible for you, there’s a few great reasons to start collecting Social Security once you hit the age of 62. Check out the reasons below and see if it seems right ... ...more
Financial ,Social Security
February 21, 2018•2 min read
Estate Planning
A lot of people ask, “When should I start my estate planning?” The shorter answer is: it’s never too early. There’s lots of ways to go about planning, but generally there are three main steps to be fo... ...more
Financial ,Estate Planning
February 07, 2011•2 min read
Investment Strategies
In the vast heartland of America, my Midwest upbringing shapes my approach to finance and estate planning. Like tending to the fertile plains, assembling a skilled team is crucial, and the estate plan... ...more
Tax ,Retirement &Blogs & Newsletters
November 20, 2023•2 min read
In this article, we provides practical advice on tax-efficient investments, estate planning, charitable giving, and dealing with market fluctuations, all with the aim of creating multi-generational we... ...more
Tax ,Retirement &Blogs & Newsletters
November 09, 2023•5 min read
Navigate a values-driven retirement journey with expert tax insights. Align financial goals with principles, secure assets, and leave a meaningful legacy. Explore tax-efficient investments, strategic ... ...more
Tax ,Retirement &Blogs & Newsletters
August 29, 2023•3 min read
Business Owners
Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more
Financial ,Business
June 15, 2021•2 min read
Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.1 And while risks abound in entrepr... ...more
Financial ,Business &Insurance
November 08, 2017•2 min read
Being a small business owner is a unique life experience that can provide many personal and professional rewards, such as being in control of your career. But, this also brings specific financial chal... ...more
Financial ,Business &Retirement
March 16, 2017•3 min read
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
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