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.
Discover essential steps for a fulfilling and financially secure retirement. Learn how to maximize social security, protect against inflation, secure guaranteed income, and plan for long-term care, en... ...more
Financial ,Tax Retirement &Blogs & Newsletters
June 12, 2024•3 min read
Learn how to maximize your tax deductions and protect your wealth from market volatility and rising taxes. Discover key deductions for homeowners, medical expenses, and charitable donations to boost y... ...more
Financial ,Tax &Blogs & Newsletters
May 29, 2024•5 min read
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 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
Discover essential steps for a fulfilling and financially secure retirement. Learn how to maximize social security, protect against inflation, secure guaranteed income, and plan for long-term care, en... ...more
Financial ,Tax Retirement &Blogs & Newsletters
June 12, 2024•3 min read
Learn how to maximize your tax deductions and protect your wealth from market volatility and rising taxes. Discover key deductions for homeowners, medical expenses, and charitable donations to boost y... ...more
Financial ,Tax &Blogs & Newsletters
May 29, 2024•5 min read
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Social Security
Discover essential steps for a fulfilling and financially secure retirement. Learn how to maximize social security, protect against inflation, secure guaranteed income, and plan for long-term care, en... ...more
Financial ,Tax Retirement &Blogs & Newsletters
June 12, 2024•3 min read
Learn how to maximize your tax deductions and protect your wealth from market volatility and rising taxes. Discover key deductions for homeowners, medical expenses, and charitable donations to boost y... ...more
Financial ,Tax &Blogs & Newsletters
May 29, 2024•5 min read
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Estate Planning
Discover essential steps for a fulfilling and financially secure retirement. Learn how to maximize social security, protect against inflation, secure guaranteed income, and plan for long-term care, en... ...more
Financial ,Tax Retirement &Blogs & Newsletters
June 12, 2024•3 min read
Learn how to maximize your tax deductions and protect your wealth from market volatility and rising taxes. Discover key deductions for homeowners, medical expenses, and charitable donations to boost y... ...more
Financial ,Tax &Blogs & Newsletters
May 29, 2024•5 min read
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Investment Strategies
Discover essential steps for a fulfilling and financially secure retirement. Learn how to maximize social security, protect against inflation, secure guaranteed income, and plan for long-term care, en... ...more
Financial ,Tax Retirement &Blogs & Newsletters
June 12, 2024•3 min read
Learn how to maximize your tax deductions and protect your wealth from market volatility and rising taxes. Discover key deductions for homeowners, medical expenses, and charitable donations to boost y... ...more
Financial ,Tax &Blogs & Newsletters
May 29, 2024•5 min read
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 min read
Business Owners
Discover essential steps for a fulfilling and financially secure retirement. Learn how to maximize social security, protect against inflation, secure guaranteed income, and plan for long-term care, en... ...more
Financial ,Tax Retirement &Blogs & Newsletters
June 12, 2024•3 min read
Learn how to maximize your tax deductions and protect your wealth from market volatility and rising taxes. Discover key deductions for homeowners, medical expenses, and charitable donations to boost y... ...more
Financial ,Tax &Blogs & Newsletters
May 29, 2024•5 min read
Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more
Financial ,Tax &Blogs & Newsletters
April 01, 2024•2 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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