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.
Nurturing Wealth: A Midwest Journey
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
Navigating Financial Security for Seniors in America: A Conservative Approach
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
Guiding Your Patriotic Legacy: How Military Families Can Retire the Tax-Smart Way
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
CONTACT US
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
DISCLAIMER:
Investment advisory and financial planning services offered through Inception Financial Services, Inc., a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, consulting, and education services are offered through Inception Financial Services. Inception Financial Services is a separate and unaffiliated entity from Simplicity Wealth, LLC, a Registered Investment Advisor and Simplicity Solutions, LLC.
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
Nurturing Wealth: A Midwest Journey
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
Navigating Financial Security for Seniors in America: A Conservative Approach
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
Guiding Your Patriotic Legacy: How Military Families Can Retire the Tax-Smart Way
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
Should You Take Social Security Benefits at 62?
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
It's Never Too Early to Estate Plan
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
Nurturing Wealth: A Midwest Journey
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
Navigating Financial Security for Seniors in America: A Conservative Approach
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
Guiding Your Patriotic Legacy: How Military Families Can Retire the Tax-Smart Way
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
Grants, Loans, and Programs to Benefit Your Small Business
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
How Life Insurance Can Help Business Owners
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
Retiring While Owning a Business
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
CONTACT US
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
Disclaimer:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA)
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Copyright 2023 FMG Suite.
Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and [DBA name] are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions.