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.

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Are you prepared to protect your spouse’s financial future? Join us live to learn 10 essential steps, from Social Security strategies to tax planning, that ensure financial security for your loved one... ...more

Retirement Rescue Weekly

December 12, 20244 min read

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Key Retirement Milestones: The Ages You Need to Know

Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more

Blogs & Newsletters ,Retirement Rescue Weekly

December 10, 20244 min read

Key Retirement Milestones: The Ages You Need to Know

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more

Retirement Rescue Weekly

November 20, 20244 min read

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
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CONTACT US

Inception Financial Services

Office: 714.543.5900

Fax: 714.543.5955

17822 17th St. Ste 202

Tustin, CA 92780

info@inceptionfs.com

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

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Are you prepared to protect your spouse’s financial future? Join us live to learn 10 essential steps, from Social Security strategies to tax planning, that ensure financial security for your loved one... ...more

Retirement Rescue Weekly

December 12, 20244 min read

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Key Retirement Milestones: The Ages You Need to Know

Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more

Blogs & Newsletters ,Retirement Rescue Weekly

December 10, 20244 min read

Key Retirement Milestones: The Ages You Need to Know

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more

Retirement Rescue Weekly

November 20, 20244 min read

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Back to Home

Social Security

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Are you prepared to protect your spouse’s financial future? Join us live to learn 10 essential steps, from Social Security strategies to tax planning, that ensure financial security for your loved one... ...more

Retirement Rescue Weekly

December 12, 20244 min read

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Key Retirement Milestones: The Ages You Need to Know

Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more

Blogs & Newsletters ,Retirement Rescue Weekly

December 10, 20244 min read

Key Retirement Milestones: The Ages You Need to Know

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more

Retirement Rescue Weekly

November 20, 20244 min read

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Back to Home

Estate Planning

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Are you prepared to protect your spouse’s financial future? Join us live to learn 10 essential steps, from Social Security strategies to tax planning, that ensure financial security for your loved one... ...more

Retirement Rescue Weekly

December 12, 20244 min read

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Key Retirement Milestones: The Ages You Need to Know

Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more

Blogs & Newsletters ,Retirement Rescue Weekly

December 10, 20244 min read

Key Retirement Milestones: The Ages You Need to Know

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more

Retirement Rescue Weekly

November 20, 20244 min read

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Back to Home

Investment Strategies

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Are you prepared to protect your spouse’s financial future? Join us live to learn 10 essential steps, from Social Security strategies to tax planning, that ensure financial security for your loved one... ...more

Retirement Rescue Weekly

December 12, 20244 min read

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Key Retirement Milestones: The Ages You Need to Know

Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more

Blogs & Newsletters ,Retirement Rescue Weekly

December 10, 20244 min read

Key Retirement Milestones: The Ages You Need to Know

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more

Retirement Rescue Weekly

November 20, 20244 min read

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Back to Home

Business Owners

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Are you prepared to protect your spouse’s financial future? Join us live to learn 10 essential steps, from Social Security strategies to tax planning, that ensure financial security for your loved one... ...more

Retirement Rescue Weekly

December 12, 20244 min read

10 Action Steps to Protect the Financial Future of a Surviving Spouse

Key Retirement Milestones: The Ages You Need to Know

Unlock the key to a secure retirement! 🎯 Learn the critical ages that impact your savings, Social Security, Medicare, and more. Avoid penalties, maximize benefits, and take control of your future. ...more

Blogs & Newsletters ,Retirement Rescue Weekly

December 10, 20244 min read

Key Retirement Milestones: The Ages You Need to Know

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases

Retirement is a journey of 8,000 days! Discover the four unique phases—Honeymoon, Big Decision, Navigating Longevity, and Solo Journey—and learn how proactive planning can make every step financially ... ...more

Retirement Rescue Weekly

November 20, 20244 min read

Planning Your 8,000 Days of Retirement - A Guide to the Four Phases
Back to Home

CONTACT US

Inception Financial Services

Office: 714.543.5900

Fax: 714.543.5955

17822 17th St. Ste 202

Tustin, CA 92780

info@inceptionfs.com

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)

suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.